Progressive Financial Services

Personalized Financial Solutions

At Progressive Financial Services, we focus on developing comprehensive financial packages for individual investors and business owners.  The result is a customized financial plan that focuses on growth and presevation of wealth while minimizing income tax, reducing capital gains tax and development of appropriate estate planning techniques. Our focus is to work together with clients to develop a balanced portfolio that meets their risk tolerances while accomplishing their individual financial goals. 


We have formed alliances with specialized professionals in numerous supportive industries to ensure all strategies are the absolute best fit for our clients unique financial needs.


Progressive Financial Services commitment to its community extends beyond simply offering financial services.  We are committed to people and evaluating their financial situations while giving them the tools necessary to make good financial decisions.


Please Note:  Stocks, mutual funds and variable products are not suitable for all investors.  Before making any purchase you should carefully read the product prospectus and prospectuses for the underlying investment portfolios of variable products.  In addition to carefully reviewing the prospectus you are advised to consider the investment objectives, risks and charges and expenses of the investment before investing.  A prospectus may be obtained from our office or directly from the mutual fund company, insurance company or offering entity.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

More Newsletters →