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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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.
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.