Progressive Planning, LLC Competitors

At Horizon Planning Group, we have found that what is lacking today is not advice. What’s missing is a simple and effective way to test and compare this advice to find the best and most powerful solution. Our uncommon process helps provide the opportunity for our clients, businesses and individuals alike, to focus not on product, but on Financial Balance. The result is a holistic financial strategy that enables them to achieve happy and successful financial lives. Horizon Planning Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 9000 Keystone Crossing Suite 300 Indianapolis IN 46240, 317.571.2365. PAS is a wholly-owned subsidiary of Guardian. Horizon Planning Group is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. #2022-133420 Exp 02/24

Aspire Planning Group offers Comprehensive Financial Planning for Individuals and Families, through Goal based Investment Management. Ready to live fully? Then it’s time to plan wisely. You deserve to live an amazing life. We can help you get there sooner than you thought possible. Julie Hupp, founder of Aspire Planning Group and a Certified Financial Planner™ professional per CFP Board, is an award-winning wealth manager who understands that your aspirations and goals are unique, and who earns your trust every step of the way. She’ll help you make sense of the complex financial landscape, give you the confidence you need and bring your dreams within reach. She has deep expertise working with independent women and couples, and has a track record for guiding her clients through everyday financial decisions and even life’s biggest transitions (like job loss, divorce or death of a loved one).

Holistic Approach, Cutting Edge Technology Integrated Planning Group is a boutique financial services firm designed to help protect the wealth and accumulate assets of our clients and their families. Sometimes it’s the little things that make us different. Choices define what’s important to us. They make us unique and special. All of your choices have led you to where you are right now. Yet there are still decisions ahead; important financial decisions that can affect you, your family, and your future. We provide advice for people like you . . . . people who know that smart choices can make a big difference. Our dynamic and solution-driven approach is designed to help our clients achieve their financial goals. Our firm engages you, the client, in every step of the decision-making process. We will guide you in identifying what is important to you and your family, we will analyze your current situation and develop a plan that helps you achieve your stated goals. Oftentimes, the financial planning process feels like a one size fits all retail sales experience, rather than a custom-tailored solution. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 200 Schulz Drive, Suite 125, Red Bank, NJ 07701, (848) 200-7170. Integrated Planning Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. TC128561(0423)P