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

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

More Newsletters →