Professional Financial Associates, LLC

2024 was certainly a big year for PFA. Haven't seen the new space yet? Here's a quick tour! We look forward to seeing you here in the year ahead!

Transferring ownership of your business requires meticulous planning to ensure a smooth and seamless transition when the time comes. We are here to help!

Entrepreneurship is not just for adults. Teaching kids the basics of business and finance from a young age will serve them well in life, no matter what path they pursue.

We loved all of the engaging and lively conversations (and of course, a little fantastic karaoke) at the first Vermont Business Networking mixer at Goodwater Brewery in Williston last week! This group of driven professionals meets every other Tuesday morning to foster positive relationships, share knowledge about our businesses, pass referrals, and help each other succeed. Contact Kylie Richards if you are interested in learning more.

Kylie Richards' expertise, enthusiasm and dedication to client service have been evident from day one and we could not be more excited about the future!

Did you know? New regulations alter the rules for after-tax Roth contributions, inherited IRAs, RMDs, and 529s balances.

Inherited IRAs hold an individual's inherited assets from a deceased person's IRA or 401(k). Inherited IRAs follow the same tax regulations as regular traditional and Roth IRAs. Non-spouse beneficiaries must withdraw assets within 10 years of the original owner's passing.

Walls are up, signs are hung - Our new space is really coming together! Every day it looks a little different. We can't wait to bring clients, partners, and friends in for a tour of the finished product this spring!!