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The mission of Professional Insurance Associates Retirement Planning Services is to help our clients achieve financial peace of mind through financial planning, professional advisory and portfolio management services.
Our experienced professionals work closely with our clients to develop and put a plan into action to meet their financial goals. Through careful portfolio management, we provide wealth accumulation, preservation and distribution strategies.
We seek effective and efficient financial instruments, building our portfolios mostly with high-powered, low-cost, no-load or "load-waived" mutual funds. Even a small reduction in mutual fund expenses may result in significantly better returns over time.
Professional Insurance Associates believes in providing highly personalized service. You will personally meet and get to know our team, and will get prompt attention you when you visit, call or email.
Professional Insurance Associates can help find the best total solution for your organization. Our team works for you to find the best product in insurance, investments, or benefits.