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Financial planning can never be accomplished in a straight line. It is a constant cycle of reviewing and amending strategies based on ever-changing life events. We specialize in helping clients through all phases of this cycle. We believe that the key to protecting and enhancing your net worth is for our team to become an integral part of your financial life. This way you are ready to take advantage of the financial opportunities life affords you. We are experienced in helping clients create and implement a financial plan for:

  • Retirement
  • Changes in marital status
  • The birth of a child
  • Buying or selling a home or other real estate
  • Caring for an elderly family member
  • Changes in employment
  • Estate needs
  • Investment strategy
  • The purchase or sale of a business
  • Business succession
  • Pension planning

In some cases, while developing multi-faceted financial plans, we find it necessary to work with outside professionals. When these times arise, we will add your existing advisors to our team, as appropriate, or we can draw upon our network of experienced professionals. Either way, we develop a comprehensive, and integrated, financial plan for you.

 

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..