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Welcome to PRB Wealth Management

PRB Wealth Management has earned its reputation as a leader in Financial Planning, Risk Management, and Corporate Benefits by creating financial strategies that achieve results through a forward thinking approach. It’s the harnessing of exceptional resources and information that gives our clients the appropriate financial choices.

As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest. An ongoing relationship with PRB Wealth Management will result in the great sense of security that comes with dedicated personal service.

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Helpful Content

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Rightsizing for Retirement

What does your home really cost?

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