About the Firm

Professional Financial Resources is a full service financial services corporation for CPA and law firms, offering comprehensive financial planning services to their clients. Our practice consists primarily of estate planning and charitable planning, wealth transfer and business uses of life and disability insurance, non-qualified deferred compensation strategies, buy-sell planning, business continuation planning and retirement planning for professionals, executives and owners of businesses.

Mission Statement

To bring financial congruency and knowledge to our clients in the world of complexity and economic confusion. To help accomplish lifelong goals with sophistication, elegance and wisdom, and thus, turn their success into legacy.

For CPAs and Attorneys

Professional Financial Resources works directly with CPA and law firms to offer a broad range of sophisticated planning tools to their clients. With over 26 years of experience in the life insurance industry and knowledge in cutting-edge planning techniques, Professional Financial Resources will provide outstanding service to your clients in the following areas:
  •   Estate Planning
  •   Succession Planning
  •   Charitable Planning
  •   Life Insurance in Divorce
  •   Business Planning - from non-qualified deferred compensation strategies to buy-sell planning
  •   Retirement Planning

For Clients

Professional Financial Resources is committed to our clients. Our knowledgeable team is here to assist you from the beginning stages of the underwriting process to the delivery of the policy.