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Benefits of Working with Us

Discover the Benefits of Working with Progressive Planning

Experience. All of our advisors have been in the financial services industry for more than a decade.

Longevity. Since our firm was founded in 1985, generations of clients have trusted us with their planning needs.

Client Education. The more you understand about your finances and the myriad of options available today, the better equipped you’ll be to make well-educated decisions. We keep you informed of market opportunities through ongoing communications and educational and financial seminars.

Comprehensive Financial Strategies. The services we offer are wide-ranging and help ensure that you are able to effectively pursue specific milestones we establish to keep your short- and long-term goals on track.

Personal Service. We care deeply about you and your family’s personal and financial success. Our team’s commitment to collaboration and honest, open communication provide the foundation for building a lasting relationship.

Independence. As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. We have no obligations to investment product manufacturers, cross-sell quotas or home-office directives that may lead to conflicts of interest. We spend our time developing customized solutions for the unique challenges you face.

Our independence is supported by LPL Financial the nation’s largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.

* As reported by Financial Planning magazine, June 1996–2017, based on total revenue.

Our Commitment to You

We're committed to:

  • Focusing on your best interests at all times.
  • Empowering you to make well-informed decisions about your financial future.
  • Helping you work toward your goals for the future while preserving the wealth you have built.
  • Developing personalized investment strategies designed with the goal to preserve your assets for retirement and transfer your wealth in the most tax-efficient manner.