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Peb Financial Group, Inc.



Peb Financial Group, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.



The firm
which has been in business since 1978 prides itself on giving customized and individual attention to each of its clients. Peb emphasizes long-term financial planning and the advantages of tax-deferred investments, while incorporating the disciplines of asset-allocation and periodic portfolio review. They are independent, which allows us the freedom to work for their clients in deciding which investment and which plan best fits their clients’ needs. They offer choices in many different investment & insurance companies.





The Company’s

programs include retirement plans, mutual funds, annuities, guaranteed interest rate fixed investments, term and variable-life insurance, as the long-term care and disability insurance plans. Their planning services include analysis and personalized recommendations in the following areas like Comprehensive Financial Planning, Insurance Planning, Investment Planning, Income Tax Planning, Retirement & Employee Benefits, and Estate Planning.




Their financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Their financial newsletters are designed to provide helpful information on a wide variety of financial topics. Long-term investing and diversification may be some of the most effective strategies you can use to minimize investment risk like Inflation Risk , Interest Rate Risk , Economic Risk , Market Risk, Specific Risk. There are thousands of different mutual funds offered on the market. They range from funds that include a broad variety of investments to funds that invest exclusively in single securities or narrow sectors of the market. There are 15 principal types of funds. They have listed them according to their primary objectives: growth, income, and specialized: Balanced Funds, Growth and Income Funds, Growth Funds.



 


The concept of insurance is simply that if enough people can pool their money to form a large enough fund, then together they can handle practically any financial disaster. Your motivation for contributing to this fund is your own eligibility to draw from it if the disaster happens to be yours.



 




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