For years, the "4% rule" helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm. The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened.
Use this calculator to estimate the cost of your child's education, based on the variables you input. How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate the cost of your child's education, based on the variables you input. How much life insurance would you need to produce a sufficient income stream for your family?
Services
Tracy started his own financial advising firm in 2003 after spending 5 years at a large, national investment company. Although he gained invaluable experience working at one of the largest firms in the industry, he believed that he could better serve his clients by having the ability to offer a wider range of solutions.
Through American Independent Securities Group, LLC (AISG)**, Progressive Financial Services offers our clients a wide variety of investments and insurance products to meet their ever changing needs. Before making any purchase you should carefully read the product prospectus and prospectuses for the underlying investment portfolios of variable products.
Progressive Financial Service's mission is to improve the lives of our clients by providing straight forward investment and wealth management services that generate value through personal relationships, a customized approach and a comprehensive portfolio. We take the time to understand our client's individual needs and goals to deliver sound investment and planning recommendations and strategies.
Fiduciary ~ A relationship in which one party places special trust, confidence, and reliance in and is influenced by another who has a fiduciary duty to act for the benefit of the party. Ingegrity ~ The quality of being honest and having strong moral principles; moral uprightness. Confidential ~ The principle that a business or individual should not disclose confidential information about a client to a third party.
American Independent Securities Group provides full-service holistic investment and financial guidance to entrepreneurial financial advisors across the United States. Since we're independent, we're solely here to help you by providing exceptional service and support. As an independent financial advisor, you need a reliable source of information on a wide array of investment opportunities.
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