Professional Benefits, Inc.

WEALTH MANAGEMENT

Welcome to Professional Benefits, Inc.

 

We welcome our newest team member Hershel Kuykendall from Tulsa, Oklahoma! Visit our Team page to learn more about how he will help our clients with their wealth management strategies.

 

We at Professional Benefits, Inc. Wealth Management, in association with SII Investments, Inc. as our Broker Dealer are experienced in group retirement plans such as 401(K), 403(B), 457 & Simple IRAs.

We are a full service financial broker through Pershing LLC and offer annuities through all major insurance companies.

Specializing in income planning for retirement as well as estate planning.

For a full list of our products and services, please click on the link to the left. If you would like further information or have a questions please contact us and we will be happy to assist you with all of your financial needs.

Visit our sister company Benefits & Planning Inc. for Group and Individual Benefits

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Newsletters

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

More Newsletters →