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At pbii Financial Solutions we provide objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals.

We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives. >>Read More
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Newsletters

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

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Market Watch