PROFi - Professional Financial Planning

Welcome! The Professional Financial Company LLC dba PROFI is an investment advisor registered with the SEC. PROFi offers holistic financial planning dedicated to helping clients achieve financial goals with certified best-interest financial processes. Yes, we are stated fiduciaries for every client. PROFi advisors are professional financial craftsmen who take the long view and develop lasting, trusted relationships built on quality processes and sound advice. Every client deserves and receives top-notch treatment and evidence-based advice that not only helps build and protect wealth but also helps avoid those bad decisions that can erase years of hard work. We are passionate about helping businesses offer superior retirement plans. We give special attention to educating participants and optimizing savings behavior. We protect plan sponsors and investment committees through fiduciary best practices and participant education. We also help you recognize key employees with non-qualified compensation and benefit plans. We are fiercely independent, which means our decisions are deliberate and not subject to influence (monetary or otherwise) that would redirect our focus away from our clients' best interests. No commissions. No sales. No kickbacks. At heart, we are educators focused on developing you and your understanding of financial issues as much as on achieving your financial goals. Every question is welcome. Every person is important. We honor what a handshake means...! Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. The information being provided is strictly as a courtesy. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.