406 West South Jordan Parkway,
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.
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.