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

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

Doing Fine in '09?

Considering the market volatility over the past few months, will we see an improvement in 2009 economic conditions?

More Newsletters →