Investment Planning

Most investors ask us "How can I obtain better rates of return on my investments, keep my money safe and liquid, and avoid paying taxes on my gains?" Before we can answer these questions, and discuss the tradeoffs associated with each, we must first get a better understanding of your needs and objectives. We will begin by asking questions such as:

  • What are your financial goals? Are you trying to save for your child’s education? Purchase a home? Provide for your retirement? Minimize your taxes or maximize your estate?
  • What is your overall financial situation? Have you begun a savings or investing strategy? Have you determined the amount you have available to invest now and in the future?
  • What prior investment experience do you have, and what are your risk tolerances?
  • Do you need current income from the investments or are you comfortable letting the funds grow until they are needed?
  • When do you anticipate needing the funds?
  • What is your current, and anticipated tax burden?

One of our Advisors would be happy to help you get started on your journey

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© 2018 Progressive Financial Planning Services, Inc. | 6 Cabriolet Lane | Melville, NY 11747 | 5560 NE Trieste Terrace | Boca Raton, Florida 33487
Toll-Free: 800-895-6076 | Phone: 631-367-0196 | Fax: 631-367-0197 | Email: wbulmer@ae.cadaretgrant.com | Home | Form ADV | Privacy Policy | Disclosure

Progressive Financial Planning Services, Inc. is a New York Registered Investment Advisory firm. A full New York ADV is available upon request. We do not render or offer to render personalized investment advice or financial planning advice through this website. This website is limited to providing you with general information on our services and provides a way for you to contact us.

The information in this web-site is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.

Michael Godfrey and William Bulmer, respectively, are Registered Representatives offering securities through Cadaret Grant & Co. Inc., Member FINRA/SIPC..