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.

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Newsletters

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.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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