Do you and your financial status match?
We Are Fiduciaries.
We believe that the fiduciary standard is essential for financial planners, even though the law does not mandate it and many well-known firms do not follow it. By promising to prioritize your interests over ours, we can offer you the utmost loyalty and honesty.
We Are Independent.
Progressive-Investment LLC is an independent firm that does not belong to any bank or investment company. We do not have to meet any sales quotas, so our advice is always objective and focused on your best interests.
We Are Holistic.
At Progressive-Investment, LLC, we view your financial life and your real life as a single, holistic picture. We believe that both aspects need to be considered when making financial decisions. That's why we offer integrated solutions that cover all kinds of financial matters and align them with your personal goals and values.
The process of investment management is to build a portfolio that matches your long-term objectives and risk tolerance – from high to low – and that can adapt to the various life events that may occur.
Our approach is to examine each component of your portfolio and the interactions among them to create a comprehensive plan and a balanced portfolio that minimizes risks and maximizes rewards. We also assess your insurance needs and explore assorted options for life, disability, and long-term care coverage.
Finding the right balance between income security and spending flexibility in retirement can be difficult and dynamic. Your needs and goals may change over time, so you should review your retirement plan regularly and adjust it accordingly.
Cash Flow Planning
Cash flow is more than just budgeting. It involves deliberately controlling your income, savings, and expenses to ensure that you meet your savings goals, fulfill your commitments, and align your cash flow behavior with your values.
As tuition costs keep rising to unprecedented levels, you need professional guidance to create a holistic plan that can support the educational goals of your whole family.
You have the power to use your wealth to achieve your goals for the future of your family and society. We can assist you in turning your dreams into reality.
Our services include helping you with the business aspects of starting, running, or expanding a company, and how they affect your personal finances.