Our 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 results for clients through "concerted intelligence." It's the marshalling of effective resources and information into an action plan that helps to provide our clients with appropriate financial choices.
 
We select our resources and staff based upon their relevant experience. As the financial world changes, as laws and regulations unfold, we put these 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 preparedness.

 

Financial Strategies
 
We know that the common denominator in financial planning is creating a financial strategy and executing the actual program that is right for you, our valued client. It takes time, care, knowledge, and commitment -- hallmarks of our leadership in financial decision making.
 
 
Options:
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Educational Planning
  • Buy/Sell, Key Person Funding
  • Risk Management
  • Retirement and Benefits Review
     

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

 

 

Insurance
 
We are proud to be a part of the insurance industry and servicing our clients with the utmost integrity. We believe insurance to be an integral part of our clients planning, both from a risk and investment perspective.
 
Options:
  • Life Insurance
  • Disability Income Insurance
  • Disability Overhead Insurance  
  • Long-term Care
  • All forms of corporate group insurance
     
     
Retirement Plans
 
Price Raffel & Browne is responsible for hundreds of retirement plans for employees of some of the nation's leading corporations, professional service organizations, and medical practices. 
We know the retirement plan market well and have the strength that comes with specialized experience.
 
 
Options:
  • 401(k)
  • Roth 401(k)
  • Profit Sharing
  • Defined Benefit
  • Cash Balances
  • IRA

Download our Retirement Plan Services Brochure

 
 

Health Insurance & Employee Benefits
 
PRB Benefits 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.
 
In order to address ever increasing health care insurance costs affecting our clients, we have assembled a working team of creative professionals who are solution driven. PRB Benefits provides the resources that give business leaders distinct advantages in an increasingly challenging benefit's market.
 
Our experienced team is your source for creative analysis and implementation of innovative plan design, which often results in significant cost savings and improved plan services.
 
Options:
  • Health Benefits
  • Group Dental and Vision
  • Group Life and Disability
  • Long-term Care
  • Supplemental Coverage
  • Professional Employee Organizations
     

Download our PRB Benefits Brochure.