Broker Check
7 Things You Should Know about Social Security Women and Retirement It May Be Time for a Financial Checkup Surprises

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.

Learn more

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...

Learn more

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.

Learn more

Helpful Content

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.