Think of us as your advocate in managing your wealth. Our approach provides you with personal attention as well as providing access to a wide array of financial services. Invest in you.
It is our team's mission to provide quality financial solutions and services to clients like you, who seek professional advice and value relationships based on trust and integrity. Start planning for tomorrow today.
We pay particular attention to reducing taxes by taking advantage of tax-loss harvesting, tax-deductible investment programs, matching gains and losses, charitable planning strategies, estate tax…
A properly planned and executed business succession strategy coordinated by a PFC advisor can provide for this very important element of a successful business owners life.
At Progressive Financial Concepts, we pride ourselves on our ability to design programs to provide the proper levels of coverage for the most economical price.
We help our clients develop comprehensive financial plans. This system was designed to enhance the financial planning process to a world of real-time account information and planning.
Regardless of your profession or current status we have resource available to help you start planning for tomorrow today. Click the link below to explore the resources that you need.
Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance offered through Progressive Financial Concepts and is not affiliated with SagePoint Financial.SagePoint Financial does not offer tax or legal advice. All listed entities are unaffiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, DC. No offers may be made or accepted from any resident outside the specific states referenced.