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.
 

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Car Affordability

How much can you afford to pay for a car?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Small Business Offered Rare Health Insurance Incentives

Many of the precious few incentives for employers in the Patient Protection and Affordable Care Act are targeted to small business.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

Mark Your Calendar

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

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

More Newsletters →