In todays complicated world, managing your finances can be a
difficult and time-consuming task. Most people do not have the time or expertise to
navigate the stormy seas of financial planning. Progressive Financial Planning Services
can become your guide. Our professionals combine skill and experience with a proprietary
five-step process to help you develop your personal financial plan. We provide
personalized, caring, oneonone service that includes:
* Demonstrating that your financial security is our priority
* Producing the agreed upon results
* Being accountable to you
* Ongoing analysis of your financial situation in light of your aspirations
* Educating you about alternate financial strategies
* Development and management of a personalized portfolio which provides the best strategy
to achieve your long-term financial goals
* Providing overall assistance with obtaining insurance protection, education planning,
estate planning, retirement planning, tax planning
* Coordinating a network of accountants, attorneys and other professionals to solve
problems and remove obstacles which might interfere with your financial success
* Integrating these pieces into a cohesive and effective financial plan.
Our five-step process succeeds because of your Progressive financial planning team.
OUR SERVICES
Investment Planning
Estate Planning
Asset Protection
Retirement Planning
Income Tax Planning
Education Planning
William Bulmer, the President of Progressive Financial Planning Services, has over 15
years of experience in financial services including serving as a Wall Street analyst and a
private banker. Since 1987 Mr. Bulmer has been a Certified Financial Planner and an active
member of both the International Association of Financial Planners and the Institute of
Certified Financial Planners at both national and local levels. Mr. Bulmer has been listed
in Whos Who in Finance and Industry since 1992, is a contributing author for 18
newspapers on Long Island, and has written extensively for the "Journal of Financial
Planning". He has spoken at numerous industry forums and has been a guest lecturer at
many accounting society meetings.
He holds a Masters in Finance from Hofstra University and a BS from St. Johns
University in Business Management. Mr. Bulmer is a NASD registered representative, a
registered NASD securities principal, and is authorized to perform securities transactions
in over 10 states and is a licensed life, disability & health agent in New York and
Florida.
Many people ask, "who needs financial planning?" The simple answer is
everyone can benefit from professional financial planning. It is never too early or late
to begin, you cant be too rich or too poor, know too much or too little. A financial
plan can be as complex or as simple as you want. It can include a strategy to protect or
increase your assets for a specific goal such as saving for your childs education,
providing for your retirement, minimizing taxes, or maximizing your estate. But at the
center of every prudent financial plan is a trusted advisor, someone who has integrity and
training. Someone who will first help you understand each piece of the puzzle and then
make them all fit together.
Let us help you solve your financial puzzle
Progressive Financial Planning Services Inc.
8 Balsam Drive
Melville, Long Island NY 11801
Toll-Free: 800-895-6076
Phone: 516-931-6076 Fax: 516-931-6075
Email: Info@Progressive-FPS.com
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