Physicians Financial Services

Physicians Financial Services

  • 1810 S 108th St
  • Omaha, Nebraska
  • 68144-1812

Description

Welcome to pfsfa.com, the online resource for Physicians Financial Services, a Registered Investment Advisory working with Doctors for over 15 years. This site is a financial education resource for Physicians and Dentists. Access to much of the information including videos and articles requires that you be a member of pfsfa.com, or a client of Physicians Financial Services, a Registered Investment Advisory.

Jeffrey Taxman, MBA Registered Invesment Advisor Physicians Financial Services is an advisory firm serving Physicians and Dentists for over 15 years. Jeffrey Taxman is the Founder and President of Physicians Financial. Mr. Taxman began practice in New York City with offices in the World Trade Center in 1979 specializing in high net worth clients.

In addition to PFS providing all or some of the above services, PFS also uses third parties to provide certain of its services, and is not liable for the accuracy of the information provided in connection with third party work product, plans or analysis, and the information provided therein is governed by disclosures by those parties applicable to thee service provided.

The foundation for the current planning model for Doctors has been developed based on the research and experience of many institutions both public and private. Data on Doctors Personal Economics was gathered beginning in 1972 by a private organization titled “The Economic Association of Health Professionals”. At that time defined benefit pension plans were widely utilized by very large corporations including auto makers, steel companies, aircraft manufactures, railroads and other very large employers.

Fact sheet

Company founded
1971

Products & services

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