Professional Financial Advisors, LLC

Professional Financial Advisors, LLC Serve, not sell! PFA is a full-time fiduciary and has been serving in this capacity since 2003. https://www.pfaretire.com/disclosures.html

Being a fiduciary means we are legally obligated to place our clients’ best interests ahead of our own. Clicking the Like button is not a testimonial for or endorsement of Professional Financial Advisors, LLC or any of its Investment Adviser Representatives. This is the only mechanism we have to circulate our page. “Like” is not meant in the traditional sense. Visitor posts must refrain f

rom recommending investment advisory services or providing testimonials for the firm or its employees, since they are strictly prohibited by securities regulators. Please note that we must delete such posts, since this is a regulatory requirement. If you wish to convey an opinion to us, please send an email to [email protected] In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or adviser cannot be answered and may be removed from the page. Professional Financial Advisors, LLC is registered as an investment adviser with the SEC and only conducts business in states where it is properly notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Professional Financial Advisors, LLC is not engaged in the practice of law. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

56% of IPOs bought at offer price lost money after 3 years. Initial pops can be misleading. Institutional investors get ...
09/02/2026

56% of IPOs bought at offer price lost money after 3 years. Initial pops can be misleading. Institutional investors get in early, while others buy post-pop. Research by Prof. Jay R. Ritter highlights these risks. Align portfolios with goals and risk tolerance. Past performance isn't a future guarantee.

Marc, Mark, Bailee, and Whitney are all set up today at Great Plains Health’s HERO Club Picnic!One of our favorite parts...
08/28/2026

Marc, Mark, Bailee, and Whitney are all set up today at Great Plains Health’s HERO Club Picnic!

One of our favorite parts of working with local businesses and organizations is getting to show up for their people, too.

We’re here to answer questions and celebrate the hospital employees who contribute to projects that enhance the patient care experience at Great Plains Health. Thank you, HERO Club members!

We’ve got another birthday this week at PFA! 🎉 Join us in wishing Kayla a very happy birthday today! We hope you have a ...
08/28/2026

We’ve got another birthday this week at PFA! 🎉 Join us in wishing Kayla a very happy birthday today! We hope you have a great day, Kayla! 🥳

Timing matters in retirement. Sequence-of-returns risk means early market downturns can harm more. Plan income sources, ...
08/27/2026

Timing matters in retirement. Sequence-of-returns risk means early market downturns can harm more. Plan income sources, reserves, withdrawals, and rebalancing. Be prepared, not predictive.

By 2030, women are expected to control nearly two-thirds of private wealth in the United States, representing roughly $3...
08/26/2026

By 2030, women are expected to control nearly two-thirds of private wealth in the United States, representing roughly $30 trillion, according to a landmark 2020 study by McKinsey & Co.

That shift is already underway.

More women than men now graduate from college. Women-owned businesses generate more than $2.7 trillion in annual revenue.

And because women statistically live longer than men, many also manage the final, and often most complex, chapter of a family’s financial life.

The numbers tell an important story:

🔸 Women make or influence a growing share of household financial decisions.

🔸 Yet many still report feeling less confident, less heard, and less well served by traditional financial preparation.

🔸 That gap isn’t about ability. It is about whether the guidance, questions, and process reflect the realities of modern wealth.

Today is Women’s Equality Day.

A financial strategy should reflect the life being built and the goals that matter most for women and men alike: family dynamics, longevity, business ownership, caregiving, legacy, and the financial decisions that shape what is possible.

Does yours?

Wishing Bailee a very Happy Birthday!!Thank you for all you do!
08/22/2026

Wishing Bailee a very Happy Birthday!!

Thank you for all you do!

As today is National Senior Citizens Day, we wanted to draw attention to something that can sometimes fall through the c...
08/21/2026

As today is National Senior Citizens Day, we wanted to draw attention to something that can sometimes fall through the cracks: the Medicare Part B late enrollment penalty.

Most don’t know that if you miss your Initial Enrollment Period (the 7-month window around your 65th birthday), Medicare tacks on a 10 percent surcharge to your monthly premium for every 12 months you delay enrollment.

No cap. No expiration date.

Delay two years, pay 20 percent more. Delay by five years, you pay 50 percent. Every month. For life.

How to manage it?

You are only exempt from this penalty if you qualify for a Special Enrollment Period (SEP).

This usually means you delayed signing up because you (or your spouse) were still actively working and had "creditable" health insurance through that active employer.

If you’re concerned, ask your financial professional where to find the most up-to-date Medicare information.

Some professionals assume their financial strategy is in better shape than it is. Not because they're careless. Because ...
08/14/2026

Some professionals assume their financial strategy is in better shape than it is. Not because they're careless. Because they're busy.

Today is National Financial Awareness Day. Four questions worth sitting with:

▸ If something happened to you tomorrow, would your family know what you have, where it is, and what to do?

▸ Are you on track to replace your income in retirement, or are you assuming you will be?

▸ Has your financial strategy changed as much as your life has in the last 12 months?

▸ If markets dropped tomorrow, do you have written goals or a general sense of what you'd do?

You don't have to answer all four today. But if one made you pause, that's the one worth paying attention to.

There's a difference between leaving money to your family and giving it to them.One happens after you're gone. The other...
08/13/2026

There's a difference between leaving money to your family and giving it to them.

One happens after you're gone. The other lets you see the impact.

The annual gift exclusion is one straightforward way to do the latter.

For 2026, the IRS says that each person can give up to $19,000 per recipient, free of gift tax. A married couple can combine up to $38,000 per recipient, with no gift tax return required and no reduction to the lifetime exemption.

For example, a couple with two adult children and four grandchildren can transfer up to $228,000 this year under the current rules.

Done consistently, annual gifting can help manage a taxable estate while putting money to work for the people you care about, now.

🎁 If you haven't reviewed your gifting strategy for 2026, there's still time. The window closes on December 31.

To all the students heading back to school, have a fantastic year filled with learning and laughter! 🎓For fun, we wanted...
08/13/2026

To all the students heading back to school, have a fantastic year filled with learning and laughter! 🎓

For fun, we wanted to share where the PFA team graduated from high school.

Some have been out of High School longer than others......

Address

1400 S Dewey Street, STE 300
North Platte, NE
69101

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13085348210

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