Other Services
Financial planning can never be accomplished in a
straight line. It is a circle of constantly reviewing and amending strategies based on
ever-changing life events. At Progressive, we specialize in helping clients through all
phases of this cycle. We believe that the key to protecting and enhancing your net worth
is for our team to become an integral part of your financial life. This way you are ready
to take advantage of the financial opportunities life affords you. We are experienced in
helping clients create and implement a financial plan for:
- Changing their marital status
- Giving birth to a child
- Buying or selling a home or other real estate
- Planning for eldercare
- Handling a change in employment
- Establishing an estate plan
- Building an investment strategy
- Buying or selling a business
- Planning for business succession
- Small business pension planning
In some cases while developing multi-faceted financial
plans we find it necessary to work with outside experts. When these times arise, we will
add your existing advisors to our team, or we can draw upon our network of experienced
professionals. Either way, we develop for you a comprehensive, integrated financial plan.
For more information about overall planning, loans and
notes please visit these other helpful websites:
Money Plus - Money Magazine's Web Site
HSH - Mortgage
and Consumer Loan Information
At certain places on this
Progressive Financial Planning Services Inc. (hereby known as Progressive FPS) Internet
site, live 'links' to other Internet addresses can be accessed. Such external Internet
addresses contain information created, published, maintained, or otherwise posted by
institutions or organizations independent of Progressive FPS. Progressive FPS does not
endorse, approve, certify, or control these external Internet addresses and does not
guarantee or assume responsibility for the accuracy completeness, efficacy, timeliness, or
correct sequencing of information located at such addresses. Use of any information
obtained from such addresses is voluntary, and reliance on it should only be undertaken
after an independent review of its accuracy, completeness, efficacy, and timeliness.
Reference therein to any specific commercial product, process, or service by trade name,
trademark, service mark, manufacturer, or otherwise does not constitute or imply
endorsement, recommendation, or favoring by Progressive FPS.
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