Broker Check
7 Things You Should Know about Social Security 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

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

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'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

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.