Progressive PLANNING

Welcome to Progressive Planning, located at 406 West South Jordan Parkway, Suite 200, South Jordan, UT 84095. We are a team of dedicated financial advisors who have been helping individuals, families, and business owners manage their wealth for over 25 years. Our goal is to provide you with a holistic financial strategy tailored to your unique goals and needs, so that you can focus on living your life with confidence and peace of mind.

At Progressive Planning, we understand that managing wealth can be complex and demanding. That's why we have developed a client-centric process that focuses on gaining a deep understanding of what's most important to you, then identifying and pursuing specific milestones we establish together. Through continual monitoring and communication, we are able to make necessary adjustments along the way, ensuring that your personalized strategy remains aligned with your goals for the future.

Services Offered

As independent financial advisors, we are committed to placing your best interest first in every decision we make and action we take. Our services include:

• Retirement planning: We can help you prepare for the retirement you desire, whether you are just starting out or nearing retirement. Our planning process takes into account your current financial situation, your retirement goals, and potential challenges, such as inflation and healthcare costs.
• Investment management: We offer a range of investment options, from mutual funds and ETFs to individual stocks and bonds. Our goal is to create a diversified portfolio that aligns with your risk tolerance, time horizon, and goals.
• Estate planning: We understand that estate planning can be a difficult topic to approach, but it's an essential part of managing your wealth. Our team can help you create a plan that protects your loved ones, preserves your assets, and minimizes taxes.
• Insurance planning: We offer a variety of insurance options, including life, disability, and long-term care insurance. Our goal is to help you ensure that your family is protected financially in the event of an unexpected illness, injury, or death.
• Tax planning: We work closely with tax professionals to help you minimize your tax liability and maximize your after-tax returns. Our tax planning services include strategies for charitable giving, retirement plan distributions, and business tax planning.
• Money and lifestyle tools: We offer a range of tools and resources to help you manage your money and achieve your lifestyle goals. Our tools include calculators for budgeting, savings, and retirement planning, as well as educational articles and videos.

Benefits of Working with Us

When you choose Progressive Planning as your financial partner, you can expect the following benefits:

• Personalized service: We take the time to understand your unique needs, goals, and values, and create a customized financial strategy that reflects them.
• Independent advice: As independent financial advisors, we are not beholden to any investment or insurance company. Our advice is unbiased, objective, and focused on your best interest.
• Expertise and experience: Our team has years of experience in financial services, and we stay up-to-date on the latest market trends and investment strategies. We have the knowledge and skills to help you achieve your financial goals.
• Communication and transparency: We believe that communication and transparency are key to building trust and long-term relationships. We provide regular updates on your portfolio performance, market conditions, and any changes to your financial plan.
• Commitment to ethical standards: We adhere to the highest ethical standards in our business practices, and we are committed to acting with integrity, fairness, and honesty in all our dealings.

Our Process

Our client-centric process consists of the following steps:

1. Discovery and Goal Setting: We start by getting to know you and understanding your financial situation, goals, and risk tolerance. Together, we identify and prioritize your financial objectives, and establish specific milestones to help you track your progress.

2. Analysis and Recommendations: Based on your input, we analyze your current portfolio, identify any gaps or opportunities, and develop customized financial strategies to help you achieve your goals. We present our recommendations and discuss the rationale behind them.

3. Implementation: Once you have approved our recommendations, we implement the strategies, taking care of all the details and paperwork. We ensure that your assets are transferred safely and efficiently, and that your new portfolio is aligned with your goals.

4. Ongoing Monitoring and Reporting: We regularly monitor your portfolio performance, market conditions, and any changes to your financial situation. We provide you with detailed reports and updates, and schedule regular reviews to ensure that your financial plan remains aligned with your goals.

5. Adjustments and Course Corrections: As market conditions and your financial situation change, we make necessary adjustments and course corrections to your portfolio. We communicate any changes and the rationale behind them, and ensure that your financial plan remains tailored to your needs and goals.

Strategic Partners

At Progressive Planning, we believe that collaboration and partnership are essential to delivering exceptional financial services. That's why we have formed strategic partnerships with leading financial institutions and professionals, such as LPL Financial, Charles Schwab, and Fidelity. These partnerships provide us with access to cutting-edge research, technology, and resources, enabling us to serve you better.