Financial Results Group

Egermier Wealth Management Group is an independent comprehensive financial services firm based in Omaha, NE. With a team of experienced CERTIFIED FINANCIAL PLANNER professionals, they offer individualized strategies to help clients identify and work towards their financial goals. Their services include investment management, wealth planning, retirement income planning, risk management, estate planning, college savings planning, and business planning. As accountable stewards of their clients' capital, Egermier Wealth Management Group takes the time to evaluate each client's financial picture and goals, providing a professional and objective approach free from sales quotas and proprietary products. Their objective is to ensure clients have a clear understanding of their financial path and help them build wealth, live their lives, and transition into retirement. Trust is at the core of their business, and they strive to offer individualized strategies to meet each client's needs.Generated from the website

Physicians Financial Services (PFS) is an independent financial services firm based in Omaha, Nebraska, dedicated to helping successful physicians and dentists achieve financial independence and personal significance. Utilizing insights from the 50-year Doctors Economic Research Project, PFS specializes in optimizing the conversion of earnings into spendable savings and designing retirement strategies tailored to individual needs and objectives. Led by principal Jeffrey Taxman, MBA, PFS provides a range of financial structures aimed at maximizing efficiency, control, and safety for clients in various stages of their economic lives. The firm prides itself on its comprehensive approach, serving clients nationwide while ensuring they receive the utmost care and expertise in their financial journeys. Generated from the website

Life is complicated, planning doesnt have to be. We take the time to get to know you and understand your situation, your goals and aspirations, as well as what could get in the way of all thats happening. We then take this valuable personal information, along with our 200 years of collective experience in helping clients identify their issues and opportunities, and create a plan that is specifically for you. Your plan might include assistance in the following areas: Investments Taxable, tax-free and tax-qualified Insurance Life, Long Term Care, Disability and Health Tax Planning Strategy and Design Estate Planning Strategy and Design Lets begin your Journey today!