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Uniquely qualified and focused on the Dental Profession

Personal Client Centered Wealth Management

Navigate the challenges of Business and Personal Finance

Planning for a Successful Retirement

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Dr. James R. Pitts, Providing Dentists with Financial Planning, Investments and Retirement Plans.

Welcome to Professional Financial Strategies website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Describes financial burdens associated with end-of-life care and funerals.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Explains how future tax rules may impact deductibility of charitable donations.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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This calculator can help you estimate your annual federal income tax liability.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck