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Our Firm

In today's 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, Inc., can become your guide. Our professionals combine skill and experience to help you develop your personal financial plan. We provide personalized, caring, one - on - one 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 process succeeds because of your Progressive financial planning team.

One of our Advisors would be happy to help you get started on your journey

Our firm, Progressive Financial Planning Services, Inc., was established in 1992 with the primary goal of providing our customers with the care and guidance they seek to meet their personal financial goals. Over the years we have grown to a team of six including two CFP®’s, two Financial Advisors, and two Registered Office Assistants. Four of us have worked together for 25 years, and the remaining two for 7 years.

We thank you for allowing us to assist you with one of the most important areas of your life, your financial security. Whether it’s planning for retirement, saving for a child’s education, making decisions that go into caring for a family member, or any number of financial decisions, we are happy that you have someone to provide objective advice, to share ideas with, and provide empathy and support, and from that, hopefully gain peace of mind.

To further reinforce the peace of mind that you have we want to assure you that we have a formal Succession and Continuity Plan in place at our firm. Should something happen to me, be it a short-term event, that could prevent me from providing the immediate service you come to expect, or a tragic event that causes me to no longer have the ability to provide financial advice, we have taken the responsible steps of drafting a formal plan so that one of our associates can carry on uninterrupted with providing you the support that you need.  

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