Physicians Financial Services
Company Description (LinkedIn): Physicians Financial Services specializes in the unique financial needs of doctors and their families, as well as other productive individuals. A national practice, PFS has administrative offices in Omaha, Nebraska.
Our philosophy is based on findings from the Doctors Economic Research Project, a specialized area of inquiry that evolved from a privately funded research project initiated in 1971 to study the economics of productive individuals’ lives.
Early findings indicated unique deficiencies in doctors’ educations regarding personal and business financial structures. Lack of time available in medical and dental school curricula prevented effective understanding of fundamental principles of business management and personal financial management. The research project initially asked one fundamental question of doctors:
What do you need to KNOW to succeed financially?
For many doctors and other productive individuals, their current structure is causing them to lose hundreds of thousands of dollars to unnecessary taxes and unnecessary risk.
We are sure we can help you.
For over 30 years, our firm has helped successful physicians, dentists and other productive individuals across the country maximize the efficiency, control, and safety of the conversion of their earnings into spendable savings.
Our eBook and webinar provide insights to our philosophy and the structures we use: https://www.physicians-financialservices.com/download-our-ebook-watch-our-webinar/
But most importantly, an individual consultation is free and requires no obligation other than a willingness to be educated.
Meet us here: https://calendly.com/pfsfa/consultation Visit us here: www.pfsfa.com
We look forward to helping you.
- ⏳ Active Since: 1980
- 📍 Location: Omaha, Nebraska
- 🔢 Employee Count: 4
- 👥 Followers: 35
From SEC filings:
💁 Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
💲 Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Accounts
- 💰 Total AUM ($Millions): 306
- 🧾 Number of accounts: 512
- 🛍 Average Account Size: $597,744
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