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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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Business Cycle Basics: Recessions Begin and End Before We Know It
This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.