Financial Planning

Progress Financial Services offers basic financial planning, giving our financial advisors the ability to help you navigate the challenging terrain of today's uncertain financial world. Our advisors have access to goal-based planning and detailed cash flow analysis with results that are easily understood.

Our plans begin with your goals in mind, weighing the importance of each goal to you. We categorize these goals as needs, wants or wishes and then develop optimized solutions based on your preferences. Finally, we project a probability of success for each goal using valid, supportable assumptions.

Working with our financial advisors, you can develop a simple plan for retirement or a full financial plan encompassing all aspects of your life.

Securities and variable annuities offered through Sterne Agee Financial Services, member FINRA/SIPC. Not Bank Guaranteed, Not FDIC Insured, May Lose Value. Not a deposit, Not Insured by any Federal Government. Investment Advisory Services offered through Sterne Agee Investment Advisors, Inc.