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

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

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