Prepare for the future you desire
For more than 25 years, Progressive Planning has helped individuals, families and business owners simplify the demands of managing wealth. From preparing for retirement to preserving your legacy, our planning process helps ensure that the personalized strategy we create for you remains aligned with your goals for the future.
Preserve a lifetime of assets
As independent financial advisors, we are committed to placing your best interest first in every decisions made and action taken. Our goal is to instill confidence that your vision for your retirement and intentions to pass on a legacy to your children, grandchildren or meaningful charities remains in clear focus.
Progress toward your goals
Our client-centric process focuses on gaining an understanding of what’s most important to you, then identifying and pursuing specific milestones we establish together. Through continual monitoring we’re able to make necessary adjustments along the way, helping to ensure you remain on track to your goals.
It’s all about protecting your loved ones
It seems like people devote more time to planning a vacation, choosing a car to buy, or even selecting a spot to eat dinner than they do to estate planning. Without a plan in place, settling your affairs after you die could have a long-lasting—and costly—impact on your loved ones,