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
-
Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
-
The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
-
Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
-
Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.