The success of your company is in direct relationship to increased sales, profits, and client satisfaction. However, the overall success of your company begins and ends with your employees; talent acquisition and retention are key actors in an organizations financial prosperity. Let Progressive Strategies Financial Group help you navigate and chart a course through the many areas of business financial services and strategies.
When you run a small business, your sense of confidence is your most priceless asset. Let us free you up to do what you do best -lead your business to it's fullest potential.
Business Strategies To be a successful business, you need to attract and retain your valuable employees. We will help you set up the following; • 401(k), SEP IRA, SIMPLE IRA • Deferred compensation • 412(e)3 defined benefit • Group long-term care, disability insurance
Planning for Business Succession PSFG can help your business create a viable succession plan, provide for the financial independence of the retiring owners, and position the business for continued success and growth by setting up the following; • Key man • Buy/sell
Build and Preserve Personal Wealth Financial planning leads to the ultimate goal: a comfortable retirement. We can help you get there by setting up the following; • Advisory and trust services • Retirement Services • Life insurance, disability, long-term care • Personal financial needs analysis
In an effort to provide you timely and effective resources for your current financial questions, below is a brochure and workbook to help.
PSFG offers a full suite of institutional services available, including qualified plan, pension and executive benefits.
Assist in preparation of a Detailed Investment Policy Statement We will sit down with you to discuss your investment goals and objectives and create strategies to help you address them.
Fiduciary Guidance Developing a consistent process and procedure to manage fiduciary liability. This includes; • Ongoing education regarding monitoring • Benchmarking • Education for the plan fiduciary(ies).
Plan Design Assistance Assist plan sponsor to review design and operational features and discuss potential enhancements. This is not a static matter; it involves ongoing recommendations to modify plan design and provisions as your needs change.
Additional Plan Services We offer a wide array of additional services to meet your specific plan needs, both at the plan sponsor and plan participant level.
Our team of financial advisors are ready to talk about your goals.
Hands-on participant education designed to help pursue outcomes We take the time to individually meet with all plan participants to explain plan benefits, answer questions, and help our participants make educated decisions about their financial futures.
• Personal financial needs analysis • Benefit plans-insurance • Retirement services