Progressive Planning, LLC Information

Our Commitment to You At Progressive Planning, LLC we specialize in developing personalized investment strategies designed with the goal to preserve your assets for retirement and transfer your wealth in the most tax-efficient manner. Our client-centric process focuses on pursuing specific milestones that we set together. It begins by meeting with you to gain an understanding of your situation, goals and objectives, risk tolerance, and what you hope to achieve. We analyze your needs to recommend specific strategies that put you on the path toward financial independence. With Progressive Planning, LLC, you can expect that we’re focusing on your best interests at all times and that we will empower you to make well-informed decisions about your financial future. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA finra.org /SIPC sipc.org The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, HI, ID, IL, IA, KS, MO, MT, NV, NH, OR, PA, SD, TX, UT, VA, WA, WI, WY.