Professional Benefits, Inc.

WEALTH MANAGEMENT

Welcome to Professional Benefits, Inc.


 

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 email us at: debra@professionalbenefits.org 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

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

More Newsletters →