Pro Financial Services Group, Inc. is a Wealth Management Firm which was founded in 1977. We specialize in providing trusted tax, wealth management, and insurance services to our clientele located throughout the United States.
We are dedicated to developing lasting relationships with all our clients. Through our proactive approach, we are able to help you minimize your taxes, achieve your financial goals, and protect your lifestyle.
We provide clear, easily understood explanations to help you make the right decisions. This is the value difference that you can achieve by working with our skilled professionals. Be sure to add our site to your list of “favorites” in your Internet browser. We’re looking forward to helping you achieve your tax & financial goals!
9 Facts About Social Security
There are things about Social Security that might surprise you.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
What can be learned from the savings rate?
A quick look at how federal income taxes work.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There’s an alarming difference between perception and reality for current and future retirees.
Why are 401(k) plans, annuities, and IRAs so popular?
The decision whether to buy or rent a home may have long-term implications.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.