Physicians Thrive

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

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

About Us Heartland Financial Solutions, LLC I tailor advice for your needs, whether it's retirement planning, investing, insurance, financial planning, or group benefits/retirement plans. Evening & weekend appointments; I make it easy to get things done. I'm a Certified Financial Fiduciary.