Managing your finances can be a difficult and time-consuming
task. Most people do not have the time or expertise
to develop a comprehensive financial plan. Progressive
Financial Planning Services can solve these problems
for you. Our professionals use their knowledge,
skills and experience in conjunction with a proprietary
five-step process to develop and implement your
personal plan. The five-step process includes:
Step
1 Reviewing
your current situation
Step
2 Listening
carefully to your needs
Step
3 Analyzing
and making customized recommendations for your
future
Step
4 Implementing
your personal plan
Step
5 Reviewing
and updating your plan on a reqular basis
The
comprehensive services listed in the boxes above
are part of Progressive’s five-step process.
More detailed information on each of these services
can be accessed by selecting the icon at the top
of the page for each particular service.
To
further assist you in your financial research,
the Advisors at Progressive have provided you
with links to other helpful financial websites.
These sites can also be accessed through the specific
topic icon located at the top of this page.
Progressive
Financial Planning Services is not responsible
for the content or accuracy of the information
contained in the linked websites and provides
those links as a courtesy only.
Regulatory
Disclosure:
Progressive
Financial Planning Services, Inc. is a New York
Registered Investment
Advisory firm. A full New York ADV is available
upon request. We do not render
or offer to render personalized investment advice
or financial planning advice
through this medium. This medium is limited to
providing you with general
information on our services and provides a way
for you to contact us.
Other
Disclosures:
The
information in this web-site is based on data
gathered from what we believe are reliable sources.
It is not guaranteed as to accuracy, and does
not purport to be complete and is not intended
as the primary basis for investment decisions.
It should also not be construed as advice meeting
the particular investment needs of any investor.
As
Branch Manager and Registered Representative,
Michael Godfrey and Michelle Bulmer respectively,
are affiliated with Jefferson Pilot Securities
Corporation.
Jefferson Pilot Securities Corporation is one
of the country’s oldest insurance
company-affiliated brokerage firms, members of
the National Association of
Securities Dealers, the Boston Stock Exchange
and the Securities Investors
Protection Company and a wholly owned subsidiary
of Jefferson Pilot Corporation.
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