Our Mission Statement

Understanding what we do at Progressive Planning Services, Inc. requires an understanding of why we do it—and the ideas behind why we do it. Above all else, we understand that to you, your savings are invaluable. This idea gives us a deep respect for honest wealth and for all of your time and effort that is embedded in that wealth.

Your savings involve sacrifice. Those sacrifices should be rewarded over time by an accumulation of wealth, granting you more options and freedom than you otherwise would have had. There is unlikely to be a second chance to re-accumulate a lifetime’s savings. When it’s gone, it’s gone. You only have one chance to get it right.

That wealth is precious to you, your neighbors, your community, and to your country, too. Your time, effort, and savings provide the foundations on which tomorrow’s growth and prosperity are built.  Whether people realize it or not, the decisions we make with our savings and capital today are the legacy that we leave to tomorrow’s generation.  We are humbled by the opportunity to work to make that future possible for our clients, their families, and for our country and community.

The world of today presents us both with exceptional risks, and with opportunities. Interest rates pressed to zero around the world do not reward your past sacrifices and savings.  The protection and growth of your valuable savings requires new ideas, new strategies.

In search of client advantage, we have shifted sometimes toward growth, and often, we have moved away from major markets, and shifted to where few others see opportunities.  Following the herd is not always the right thing to do. The herd often has it wrong.  We do not consider ourselves traders or market timers.  We are none of these things.  Our crystal ball is as cloudy as any other.

We are independent. We are stewards of the wealth that has been entrusted to us. We see ourselves as an honest business in search of honest wealth, patient in action and careful in thought. We are not traders. We are owners. And the ownership of productive resources run by honorable and capable people is the best way we know of protecting the precious savings of our investors.