Tel: 860-426-2022
Call Us for Info! 860-426-2022

Questions about your 401(k) plan or IRA?

We can help you take charge of your retirement

 Professional Financial Group offers you comprehensive and professional services that are individually tailored to meet your needs. You can place your trust in our reliable services. We are confident we can find the right solution for you. Find out with a free consultation.

Time to Retire Your 401k 

Time magazine announced after the 2008 financial crisis, it is time to dumTime Magazinep your 401(k). This is something we, at Pro Financial Group, agree with. One argument has been raised that when a company is matching, why not take their money? Free money can lose value also. The risk of being in the market in a down economy can cause the contrubutions you have made and the "free" money the company has matched to drop. Do not repeat the mistakes that have been made in previous years. 

Community Involvement

We are proud to support our local community through various sponsorship opportunities and events.  Please contact us for more info!

Doing Business In… Great Britain

10/21/2017

Cultural awareness can help expand the mindset of someone. As the worlds cultures become more integrated, learning the behaviors of other can help expand business practices and ethical standards. This is a look at some of the business practices of Great Britain more specifically the greetings, communication styles, and concepts of time. The greeting style…

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Top 5 business writing tips

09/17/2017

Know your audience – To be effective in business writing, you need to know who the audience is. Depending on who you are trying to address, the tone and style should be taken into consideration. A business marketing to prospective clients may use a more friendly and fun direction with their business writing. For existing…

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Market Loss Complacency

01/27/2016

We have never seen a year start in the market so lopsided. We have seen tremendous downward swings day in and day out. Now I need to be clear that I am not a market forecaster, or have the licenses to place my clients in the market. I am able to, however, watch as so…

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An Overview of Our Services

Professional Financial Group offers you comprehensive and professional services that are individually tailored to meet your needs. You can place your trust in our reliable services. We are confident we can find the right solution for you. Find out with one of our free consultations.

We are dedicated to increasing your circle of wealth through the application of cutting edge financial strategies. To discover hidden wealth transferred unintentionally, and to creatively redirect this wealth to enhance your estate, improve lifestyle, and provide a comfortable, rewarding retirement..

Medicare
Life Insurance
Annuities
Life Settlements
Medicare

We are licensed agents with all the major carriers in the st ate. Medicare is health insurance for the following:

  • People 65 or older
  • People under 65 with certain disabilities
  • people of any age with End-Stage Renal Disease (ESRD)
    (permanent kidney failure requiring dialysis or kidney transplant)

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Life Insurance

It is a unique vehicle that allows tax free account value accumulation, allows you to access your money tax free, and, when you die, blossoms in value and transfers income tax free.

What kind of portfolio do you own?

  • Term Life Insurance
  • Whole Life Insurance
  • Fixed Universal Life
  • Variable Life Insurance
  • IUL Life Insurance

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Annuities

An annuity is a contract between you and an insurance company that is designed to meet retirement and other long-range goals, under which you make a lump-sum payment or series of payments. In return, the insurer agrees to make periodic payments to you beginning immediately or at some future date.

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Life Settlements

A Life Settlement is the purchase of an existing life insurance policy at a discount to its face amount. Policyholders are financially sophisticated individuals or trusts who purchased policies for estate planning or other financial purposes and no longer need the coverage. Life Settlements were recognized as a legal transaction by the U.S. Supreme Court in 1911.

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Are you ready to find out how we can help you succeed?

We know it can be hard trying to find the right financial professional to work with. It’s our experience that no two people have the same circumstances or goals. We design each strategy, tailor made, for your financial situation.

Get In Touch

51 North Main Street
Suite 2A
Southington, CT 06489

Tel: 860-426-2022