Our Team

Jeffrey J. Taxman MBA

Jeffery J. Taxman Jeff is President & CEO of Physicians Financial Services LLC ("PFS"). PFS is an independent advisor and member of the CFO Advisors Network. Jeff is based and resides in Omaha, Nebraska. PFS is a boutique financial planning firm which specializes in the unique planning needs of doctors and the economic issues facing them.

Jeff has educational experiences and professional accomplishments that uniquely qualify him to guide doctors through the "cradle to grave" capital accumulation and capital distribution phases of their lives and economic life cycles. His financial advisory practice helps doctors to achieve their tax reduction, savings accumulation, investment and other risk management objectives.

The programs and services are designed, optimized, integrated, and implemented exclusively for doctors. Taxman is retained by physician and dentist clients to prevent unnecessary losses of their earnings and savings to inappropriate financial structures, unnecessary risk of principal investments, uncompensated risk and inappropriate financial products. He has consulted and worked with High Net Worth and High Income Individuals since 1979.

He has specialized in working with doctors for the past 25 years. He began his career with the Metropolitan Life Insurance Company based in the World Trade Center in New York City. Jeff earned his MBA degree from the State University of New York in 1977.

He presents Financial Education Seminars to medical and dental groups, in addition to his consulting services for doctors. He is expert in business structure planning, budgeting, disability and life insurance issues, non-qualified and qualified retirement plans, risk-averse savings strategies, and professional practice and business sales. He also assists clients to implement advanced asset protection and planning strategies in the areas of wills, revocable and irrevocable trusts, limited liability companies, family limited partnerships, offshore asset protection trusts and corporations, and advanced estate and charitable planning issues.


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