Celebrating Over 35 Years of Service to Our Clients
Financial Management is an intensely personal matter. We treat our clients as unique individuals, providing professional guidance to help you focus on your goals and formulate effective plans to achieve them.
We’ll take the time to assess your current financial situation and help you establish your priorities for the future. Together we’ll explore and evaluate your options. Then, recommend a course of action that makes financial sense for your individual situation.
We at Professional Group, Inc. are proud that 99% of our clients come from referrals from satisfied individuals who have been working with the firm. We greatly appreciate you sharing Professional Group, Inc. with your family, friends, and associates.
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Newsletters
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A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
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What Is Cyber Insurance, and Do You Need It?
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
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HOT TOPIC: The Shape of Economic Recovery
This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.