Progressive Strategies Financial Group

Progressive Strategies Financial Group At PSFG we help simplify your financial life, monitoring your investments, and organizing your personal and business financial plan. Member FINRA/SIPC.

We are independent financial professionals that work exclusively for the benefit of our clients. To do this, we take the time to develop a detailed understanding of each client’s individual circumstances, goals, and objectives. We are supported by the nations largest independent broker-dealer, LPL Financial. The financial consultants of Progressive Strategies Financial Group are registered represe

ntatives with, and Securities, advisory services and financial planning offered through LPL Financial, a registered investment advisor. www.finra.org www.sipc.org

Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that we are registered to do business, please visit www.psfgwealth.com
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Children with special needs may need ongoing help after their parents are gone.
06/22/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
06/19/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

What should you look for in a personal finance app?
06/17/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

Do you have a will? Is it updated?
06/15/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/12/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
06/10/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

The average college senior graduates with credit card debt. How will your kids manage money?
06/08/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Your insurance needs don’t stay the same when the nest empties, but what changes?
06/05/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
06/03/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Address

27281 Las Ramblas Suite 138
Mission Viejo, CA
92691

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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