Helping you make wise financial decisions!
From professional tax services to personalized wealth management strategies, our profound commitment is to serve your needs.
Our ability to apply our knowledge and experience consistently, professionally and personally has brought us the success that matters most to us: highly satisfied clients and enduring client relationships.
Michael A. Procaccio
Pro Financial Services Group, Inc.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A few strategies that may help you prepare for the cost of higher education.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Five creative (and inexpensive) ideas for motivating your employees.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
With alternative investments, it’s critical to sort through the complexity.
Taking your Social Security benefits at the right time may help maximize your benefit.
What is your plan for health care during retirement?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What are your options for investing in emerging markets?
In life it often happens that the answers to our most pressing questions are right in our own backyards.