Pro Fed Financial Advisors

Welcome to Pro-Fed Financial Advisors, Inc.

Founded in 1987, Pro-Fed Financial Advisors was created to work closely with members of Professional Federal Credit Union in forming sound, long-term investment strategies. Our close work with credit union leadership gives us the distinct advantage of understanding credit unions and their philosophy, as well as, understanding their members.

We’re accustomed to educating and working with both experienced and new investors, so we take the time to understand their needs and concerns. And, we explain what we believe will work best for them and why. While we work closely with the credit union, membership is not a requirement to take advantage of our services.

We hope you’ll find this site informative and helpful in improving your understanding of investing. If you believe we can be of help in the management of your investment portfolio we encourage you to call us to schedule a private appointment. There is no cost or obligation to schedule an appointment.
 
Calculators

Net Worth

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

Car Affordability

How much can you afford to pay for a car?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Home Affordability

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

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Newsletters

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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