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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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.