Prolnvest Financial

At ProInvest Financial, we pride ourselves on being a trusted partner in helping individuals and families achieve their financial goals. Founded in 2001 by Ned Tufekcic, our company has built a reputation for delivering results-oriented financial planning and investment strategies to business owners, professionals, and pre-retirees.

Our Company

Since 1989, Ned has held various sales and management positions in regional and national financial services firms. He started ProInvest Financial to help business owners and pre-retirees manage their goals. With a master's degree from the University of Maryland, Ned has a deep understanding of the importance of financial planning and its impact on one's quality of life.

Our Mission

At ProInvest Financial, our mission is to deliver results for our clients through methodical planning, prudent financial and investment planning, timely and accurate reporting, and consistent follow-up. We believe that building high-trust relationships and a dedicated service component is the key to our success.

Our Services

With nearly two decades in the financial services industry, we bring a depth of experience to the advisory engagement. Our services include:

• Investment Management: We will custom-design a portfolio with an underlying focus on building a lifetime income stream. A minimum investment of $50,000 is preferred.
• Asset Allocation Analysis: We will analyze your risk tolerance profile and design an allocation model to ensure all of your dollars are working in unison.
• Business Continuity Planning: We will help business owners design an exit strategy and ensure the continuity of their business.
• Estate Planning Strategies: Our services include asset protection, charitable gifting, college funding, and reviewing beneficiary designations and life insurance policies.
• Financial Planning: We will create a written plan to address all of your financial goals and periodically update your plan to ensure you stay on track.

Our Philosophy

At ProInvest Financial, we believe that financial planning and investment strategies should be tailored to each individual's unique needs and goals. We take the time to understand our clients' priorities and create personalized plans to help them achieve financial independence.

Our Expertise

We have strategic alliances with professionals in the fields of accounting and estate law, ensuring that our clients receive the comprehensive advice they deserve.

Get in Touch

If you're interested in learning more about ProInvest Financial and how we can help you achieve your financial goals, please don't hesitate to contact us.