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.

IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.

Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.

Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Are Target-Date Funds Off Target?
Target-date funds are not for everyone, so it's important to gather all the facts.

Making Moves to the Money Market
Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Confident in Consumer Confidence?
The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Mark Your Calendar
Once we approach the end of our working years, birthdays take on a renewed importance.

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