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.
Connect with us on 
as well!
Newsletters
-
Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
-
Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
-
Telemedicine: The Virtual Doctor Will See You Now
Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.