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 help achieve results for clients through "concerted intelligence." It's the harnessing of resources and information into an action plan that helps to provide our clients with appropriate financial choices.

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 experienced individuals, 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 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

 

 

 

Learn more about Wealth eValuator, PRB's comprehensive custom financial tool.