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 Money Issues to Talk About Before the Wedding
Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
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Protection to Help Your Family
Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.
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Watch Out for Scams That Target Businesses
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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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 70½.