Personal Retirement

Assistance with retirement planning is provided for individuals with the use of

Traditional IRAs and Roth IRAs
Annuities
Mutual Funds

While incorporating social security benefits and any pensions you will receive. With your goals in mind and analysis of your assets we will make recommendations with your best interest in mind.

For employers we will implement traditional 401K plans as well as Roth 401k plans and will assist in determination if a Safe Harbor 401k is right for you. He also provides services with SEP IRAs as well as simple IRAs.

Is rolling or transferring your retirement plan from your former employer in your best interest?

We will help you determine if that is suitable for you.

“I have always thought that one man of tolerable abilities may work great changes, and accomplish great affairs among mankind if he first forms a good plan.”

Professional Benefits Group

Comprehensive Financial Services

Professional Benefits Group is an independent firm providing comprehensive and integrated planning, insurance and investment services, and support to families and businesses.

PBG is committed to providing quality financial guidance to help envision and assist you in working towards your personal financial goals. This is accomplished by providing honest, independent advice that you can expect from us over the years. We are committed to providing you with a clear, focused plan on ways that can maximize your financial potential, and we develop a personalized plan to help guide your personal financial goals.

PBG is a relationship and service-oriented business. With that in mind, you can expect ongoing feedback and service. As your goals change, we will change with you.

Our Services

We are committed to providing quality financial guidance to help you envision and build your financial goals. Explore our full range of services below.

Retirement Plans

Employer sponsored plans include traditional 401k, Roth 401k, Safe Harbor 401k, SEPs (Simplified Employee Pension), and Simple IRAs.

Group Insurance

Group benefits are often used to attract and retain employees. Professional benefits group provides group benefits for employers with 2+ employees.

Long Term Care

Long-term care insurance is meant to reimburse the policyholder for expenses incurred during your care. The policy will include a waiting period, a benefit period as well as home health care and inflation protection. Many states have participating policies.

Life Insurance

Transform uncertainty into stability with a life insurance policy, designed to offer financial security and comfort for your family when they need it most.

Investment Planning

Investment planning is the process of identifying your financial goals and making a strategy to assist you in working towards them. Investment planning starts with assessing your financial goals and making a list of your goals and ends with investment and regular portfolio monitoring.

Personal Retirement

Retirement planning includes a wide range of ideas and must include social security as well as any pensions. Our goal is to help you maximize your retirement income while preserving your legacy.

Fixed Annuities

This type of annuity comes with guarantees. A guaranteed minimum interest rate and your principal is guaranteed. The rate can fluctuate but will never go below the stated minimum.

Indexed Annuities & RILAs

These annuities come with an opportunity for growth as well as downside protection they are typically tied to the S&P 500, the Dow or another market index. How these products are sold makes the difference on how they perform. They are very much worth the discussion but must be a part of your financial goal.

Variable Annuities

A variable annuity can increase and decrease in value depending on how the market’s perform. Most have various investment options from many fund families. As well as all annuities these grow tax deferred and are a nice addition to your investment or retirement plan.

OSJ: 1555 Naperville Wheaton Road, Suite 213, Naperville IL 60563

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC.

Insurance services offered through Professional Benefits Group which is not affiliated with Osaic Wealth.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Osaic Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): CA, CO, FL, IA, IL, IN, KY, LA, MI, MO, NE, NM, PA, SC, SD, TN, TX, UT, WI.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

Professional Benefits Group is not affiliated with Osaic.

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