
Welcome to ProFed Financial Advisors
Founded in 1987, ProFed Financial Advisors was created to work closely with members of ProFed 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.
Newsletters
-
Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
-
Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
-
Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
-
Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
Calculators
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?