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 representatives 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.

10/09/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
10/07/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
10/05/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

10/02/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Extended care refers to services needed by those who have a chronic illness or disability.
09/30/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Does your insurance cover you if you get into an accident with an uninsured driver?
09/28/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
09/25/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
09/23/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Health-care coverage (including Medicare) typically does not cover extended medical care.
09/21/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

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

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