Welcome and thanks for visiting our website.
At PBI Financial Group, we provide individuals and businesses with comprehensive retirement, financial planning, and investment experience. Also, we have been working with advocates of Dave Ramsey since October, 2004.
Be Confident About Your Retirement
Our investment professionals provide:
· Financial Planning and Brokerage
· Investment Advice and Strategies
· Investment Selection
· Financial Counseling
· Retirement Plans
· College Planning
Newsletters
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
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Rain, Sleet, Snow — and Lawsuits?
Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
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A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.