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Financial Planning

Retirement Plan Services

Whether you're a sole proprietor or have dozens of employees, you just don’t have the time or staff to devote to activities that aren’t directly related to building and maintaining your business. We are well versed in the different types of retirement plans available. Our unique consulting process will help you identify which retirement plans may be suitable for your business and for your employees. Progress Financial Services will partner with you to manage plan risk, investment oversight, compliance complexities, employee education and any other issues that you may encounter as a plan sponsor.

Our services include:

  • Plan consulting
  • Investment selection and monitoring
  • Vendor comparative analysis
  • Plan transition and integration
  • Employee education and communication

Throughout the entire process, your Progress Financial Services financial advisor is your primary contact and relationship manager. With a clear understanding of all your retirement plan needs, your financial advisor is able to offer you access to valuable and knowledgeable assistance in meeting your retirement plan administration responsibilities and providing employee education.

College Savings

With so many ways to save for college, there's a lot of information out there. One of the best ways to get started saving is to talk with your Progress Financial Services financial advisor about the establishment of a College Savings Plan. College Savings Plans (529s) are tax-advantaged plans administered by a state. These plans are designed to help people save for the expense of a college education. The state usually contracts with an investment management firm as program manager, which provides a variety of investment choices. You invest in the portfolio(s) of your choice that may be appropriate for your risk tolerance and investing time horizon.

Children and grandchildren grow up quickly. Give them the college savings they'll need for higher education by consulting with your Progress Financial Services financial advisor today.

Estate Planning

Estate planning directs an individuals or couples’ wealth and asset distribution in the event of incapacitation or death. Without an estate plan, wealth and assets could be subject to your state's intestacy laws without concern for your wishes.