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Welcome to Progressive Strategies Financial Group

At PSFG we strive to help simplify our clients’ financial lives, optimize their investments, and structure their financial planning, putting them on a course toward financial freedom. We work closely with our clients using a consultative process to help them seek to grow and preserve their wealth, and pursue their most important financial goals with transparency and reliability.

Our mission is to be the trusted advisor for all aspects of our clients' lives. To do this, we take the time to develop a detailed understanding of each client's personal and business circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in pursuing a secure financial future.

Your Business

Every business needs a plan; a strategy that defines your goals and how to reach them. Whether you are newly self-employed, or already have years invested, a well-planned strategy can help take you to the next level.

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Your Retirement

We all want to find ourselves enjoying a comfortable lifestyle when the time comes to retire. The tough part is anticipating all of the steps required to get there...

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Women's Financial Forum

Women can’t predict their futures, but they can prepare. At every stage of your life, you'll find that money matters.

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Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.