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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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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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.
Calculators
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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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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Lease Payment
How much would your monthly lease payment be?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.