About Us

Welcome to Progressive Planning, LLC

Investment Management | Retirement Planning | Estate Planning | Tax Strategies

At Progressive Planning our experienced team of independent advisors specializes in serving individuals and families with significant wealth. We understand that managing your wealth can be complicated. To help simplify these demands, we consolidate the various components that comprise your current financial position and work together to tactically plan for the future employing a broad range of financial services and strategies. Our comprehensive and ongoing planning process serves as the foundation for developing strategies tailored to your specific needs, helping you remain on course over time.

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Greater access to the independent expertise you require

Our experienced and credentialed professionals provide you with access to a broad range of core competencies across financial disciplines including Certified Public Accountant (CPA), Registered Financial Consultant (RFC), Life Underwriter Training Council Fellow (LUTCF), Master of Business Administration (MBA) and multiple securities and insurance licenses. Our commitment to continuing education and our active membership in organizations like the American Institute of Certified Public Accountants (AICPA), Utah Association of Certified Public Accountants (UACPA) and Million Dollar Round Table provide access to best practices and thought leadership across the industry.*

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For more than 25 years we’ve helped individuals, families and business owners prepare for and navigate through life’s transitions. We welcome the opportunity to help you protect the wealth you have built and create an enduring legacy to pass on to loved ones and meaningfulcharities.

Contact Us today to learn how we can help you simplify your life and your finances.

*Licenses and designations vary by team member. Please view individual bios for more information, including areas of concentration and individual credentials.