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Strategic Partners

Coordination Across Your Entire Financial Life

We believe that proactive and open communication with all of your professional advisors is critical to helping you meet your financial goals. Clear communication between your professional partners is the only way to make sure your tax, estate and investment planning needs are fully aligned with your objectives.

We are also happy to work with your existing team of attorneys and/or tax advisors to coordinate strategies and ensure your best interests always come first. Or, for your convenience, we can recommend professionals we work with on a regular basis.

  • We work with our clients’ CPAs and attorneys on a regular basis to help ensure important financial decisions are not being made in a silo.
  • We can help facilitate year-end tax planning with your CPA and also provide Realized Gain/Loss reports to them along with other information they may need.
  • We work with our clients attorneys to ensure investment accounts are set up properly to reflect any new estate issues (formation of a trust) or changes that may require updating, including beneficiary designations or other information.

Access our expertise

The licensed professionals at Progressive Planning provide you with access to a broad range of core competencies across financial disciplines with certifications including CPA, RFC and LUTCF, and membership in organizations like the AICPA, UACPA and MDRT.

Licenses and designations vary by team member. Please access Our Team for more information, including areas of concentration and individual credentials.