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PROFESSIONAL GROUP, INC.

1400 Mercantile Lane, Suite 214
Largo, MD 20774

Phone:

301.925.9466

Fax:

301.925.9413

E-mail:

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Celebrating 45 Years of Service to Our Clients

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Financial Management is an intensely personal matter. We treat our clients as unique individuals, providing professional guidance to help you focus on your goals and formulate effective plans to achieve them.
 

We’ll take the time to assess your current financial situation and help you establish your priorities for the future. Together we’ll explore and evaluate your options. Then, recommend a course of action that makes financial sense for your individual situation.


We at Professional Group, Inc. are proud that 99% of our clients come from referrals from satisfied individuals who have been working with the firm. We greatly appreciate you sharing Professional Group, Inc. with your family, friends, and associates. 

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck