Professional Economic Growth Group provides comprehensive financial services.  Our objective is to help business owners, professionals, high-net-worth individuals and their families begin preparing for a secure financial future.  Together, we will go through a financial discovery process - a step-by-step approach to personal and business planning designed to help you identify and focus on your unique goals and objectives. This process is designed to help you identify your current financial status, determine your financial objectives and address ways to achieve your goals. Working together, and, when appropriate, with your other financial advisors, we will help you analyze your alternatives and design a plan that addresses your unique needs.

Savings Accumulation
Estimate the future value of your current savings.

Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Goals
How much do you need to save each year to meet your long-term financial goals?

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Are Consumers Holding the Keys to a Better Economy?
Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

Another Year, Another AMT Patch
The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Variable Annuities and Your Retirement Strategy
An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Insurance for Two Could Benefit Your Heirs
Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

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