Products & Services

Income Distribution & Tax Minimization Strategies

Under construction

Life Insurance

Professional Financial Resources specializes in all aspects of life insurance.  From estate and succession planning, charitable strategies, key person and other business uses of life insurance, and retirement income, Professional Financial Resources understands the complexities of each of these techniques.

Split-Dollar Insurance

Under construction

Estate Planning

Estate planning is when you plan someone's estate.

Charitable Strategies

Americans are the wealthiest and most charitably inclined people in the world.  There are numerous philanthropic tools that will assist you and your favorite charity to generate personal income, reduce or eliminate taxes on personal assets, elimate market risk, and provide your charity the funds operate and provide services.

Life Settlements

Under construction

Annuities

Under contruction

Long Term Care

In 2009, the average cost of a private room nursing care annual cost is almost $80,000 and continues to rise each year.  Do you have LTC funds in place when you or your loved ones require home care or a nursing care facility?  Professional Financial Resources understands the importance of LTC and can provide monthly income for your medical needs.