Pro Financial Services Group, Inc.

10/22/2026

Stay safe online. To help you navigate this tricky new reality, here's a list of some common types of suspicious content and how to recognize them: https://staysafeonline.org/stay-safe-online/online-safety-basics/spam-and-phishing/

10/02/2026

A few simple habits can go a long way toward helping keep your personal and financial information protected. How does cybersecurity connect to your broader financial picture? What steps are you taking at home and with your business?

10/01/2026

October is Cybersecurity Awareness Month. Cybercrime affects both large corporations and private individuals. You’ve likely read about the significant data breaches in the business world. The cost of these crimes could increase by 175...

09/24/2026

Some spending happens out of habit or convenience, while other purchases reflect what matters to you. Taking a moment to pause can help ensure your spending aligns with your priorities.

09/18/2026

Your tax situation can change dramatically in retirement. While lower income might put you in a lower tax bracket, large withdrawals or RMDs could push you into a higher one. Proactive planning and strategy are essential to mitigating your tax exposure.

09/11/2026

A plan built for one stage of life rarely fits the next without adjustment.

As wealth grows, it often becomes more complex. Business interests, real estate, and multi-generational priorities start to overlap. That changes how decisions need to be made.

Instead of relying on predictions, many durable strategies are built around flexibility. The ability to adapt without starting over is often what helps wealth continue to support the same level of opportunity over time.

09/03/2026

Happy Labor Day Weekend! 🛠️

Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

Reminder: Our office is closed, Friday, Sept. 4th and Monday, Sept. 7th.
Our office will re-open on Tuesday, September 8th, 2026.

#2026

08/21/2026

There are now an estimated 31.9 million "forgotten" 401(k) accounts, holding a combined $2.1 trillion in assets. ¹ If you've ever left a job without a clear plan for your old retirement account, you're in good company. With workers...

There are now an estimated 31.9 million

08/20/2026

This month, Mike Sr. attended the IRS Nationwide Tax Forum, where he had the opportunity to learn about the latest tax law changes, updates, and important industry developments.

He’s bringing back valuable information and knowledge to help us continue providing you with the best possible service and guidance. We’re always committed to staying informed so we can better serve you!

08/11/2026

Great teams build great relationships! 💚

Our team recently enjoyed a well-deserved bonding lunch, and we're grateful for the incredible people who make Pro Financial Services Group, Inc. such a special place. Their collaboration, dedication, and passion for helping our clients achieve their financial goals are what make Pro Financial the best.

We're proud to work alongside such an amazing team!

Christine Kurek | Rose Carr | Pratik Tailor | Kimberly Diaz