Financial Services
Your financial future depends on your strategy today and on the "financial architects" you choose. They must be absolutely committed to your financial well-being. It's a "must-win" game that demands integrity and intelligence applied to a changing marketplace.
Price Raffel & Browne has earned its reputation as an independent leader in creating financial strategies that achieve sound results for clients through "concerted intelligence." It's the harnessing of exceptional resources and information into an action plan that gives our clients appropriate financial choices...and outcomes.
Experience alone is not enough in a financial planning team. We select our resources and staff based upon their concentrated, relevant experience. As the financial world changes, as laws and regulations unfold, we put specialists, not generalists, on your team to act in your best interest.
Hard work alone is not enough in today's option-rich financial marketplace. Diligence and analysis have assumed new importance in our complex, ever-changing world. PRB's independent analysis helps ensure your financial integrity and soundness.
Pensions
Price Raffel & Browne is responsible for thousands of retirement plans, for employees of some of the nation's leading corporations.
We know the pension market well and have the strength that comes with specialized experience.
Options
- 401(k)
- Roth 401(k)
- Profit Sharing
- Money Purchase
- Defined Benefit
- Target Benefit
- IRA
Download our Pension Services Brochure
Benefits
The proBenefits Alliance is a consortium of the best and brightest in benefits, brought together by Price Raffel & Browne and A&C Management Group, Ltd., leaders in the corporate benefits field.
To tackle and wrestle to the ground the fabled 1,000 lb. Benefits Gorilla that has been intimidating our clients, we have assembled a working team of creative professionals who are solution driven. The proBenefits Alliance provides the resources that give business leaders distinct advantages in an increasingly challenging benefit's market.
Our experienced team is your source for creative "architecture," astute analysis, and innovative cost savings.
Options
- Health Benefits
- Long-term Care
- Group Dental
- Group Life and Disability
- Supplemental Coverage
- Property and Casualty
- Pensions
- Professional Employee Organizations
Download our proBenefits Alliance Benefits Brochure
Insurance
Insurance is not what it used to be. The flexibilities, the options, the costs, and the benefits vary widely. PRB has led the way in insuring our clients' lives, families, business and health since 1972. Today PRB is a respected leader in the insurance industry.
Options
- Life Insurance
- Disability Insurance
- Health Insurance
- Long-term Care
- All forms of corporate group insurance
Financial Strategies
We know that the common denominator in financial planning is creating the financial strategy and executing the actual program that is right for you, our valued clients. It takes time, care, knowledge, and commitment -- hallmarks of our leadership in financial decision making.
Options
- Estate Planning
- Investment Services
- Retirement Planning
- Educational Planning
- Corporate Planning
- Insurance Review
- Pension and Benefits Review
Corporate Exit Strategies
proAct is a program of Price Raffel & Browne and The Optran Group. A unique team that includes exit strategy professionals and expert resources to ensure your best options are explored fully and your selected plan is executed effectively.
Your hard work, vision, and leadership created a successful business. But… will you exit it on your own terms? Will you take control by leaving your company when you want, transfer ownership to the people you choose, and receive the money you need and deserve?
proAct strategies can:
- Create a market for sale of your business when one does not currently exist;
- Allow you to take some chips off the table and gradually “dollar-cost average” out of your business;
- Help you sell a minority share of a closely-held corporation;
- Help you sell 100% of your company and still participate in possible future growth.
Our Executive Briefing is where it starts.
At an exclusive and confidential boardroom briefing, you will learn how to:
- Structure your business to attract buyers;
- Sell your business to family members or employees and still get the cash you need;
- Decrease the amount of time and risk it takes to get paid;
- Sell to whom you want, when you want, and get the income you want.
To find out more, call 800.401.5377 or email prbinfo@priceraffelbrowne.com
Learn more about Wealth eValuator, PRB's comprehensive custom financial tool.
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