Helping you make wise financial decisions!
Celebrating our 40th year!!!!
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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Regardless of how you approach retirement, there are some things about it that might surprise you.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A four-step framework for building a personal legacy.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
These food myths will really put a drain on your wallet.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
$1 million in a diversified portfolio could help finance part of your retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Understanding the cycle of investing may help you avoid easy pitfalls.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.