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When Progressive chose to offer Financial Services to our customers, we knew that professionalism and experience were key in upholding our tradition of progress. In that spirit, our organization embarked on a mission to build a Financial Services division consisting of capable, experienced personnel and professional financial partners.

Our mission is to provide our clients the confidence that they are on course to realize their financial goals and, by doing so, inspire them to focus their energies on the other aspects of their lives that provide true value — faith, family, friends, community.

We believe that the delivery of effective financial advice requires a thorough understanding of our client's situation and goals, application of a disciplined investment process, knowledge of various planning strategies, and a robust support structure. We are positioned to provide comprehensive strategies for both our client's family and business needs that include:

Wealth Management Services

  • Financial Compilation and Planning
  • Risk Analysis
  • Education Planning
  • Retirement Planning
  • Estate Planning

Investment Management Services

  • Strategic Asset Allocation
  • Strategy Diversification
  • Fixed-Income Management
  • Overlay Tax Management

Closely-Held Business Services

  • Business Entity and Creation Analysis
  • Qualified Plan Services
  • Key Person Compensation Arrangements
  • Business Exit Strategies / Succession Planning

Family Office & Ancillary Services

  • Tax Planning and Preparation
  • Income Optimization and Cash Flow Management
  • Personal Trust Reporting Services
  • Family Governance and Family Office Services

If you would like to learn more about our approach please visit us on the web at:, call us at 931-528-6865, or email us at [email protected]. You may also download our brochure here.

If you have a question or comment, please fill out the form on our Contact Us page or visit one of our branch locations to speak to a representative.

Phone: 1-931-528-6865
Fax: 1-931-646-3619
Email: [email protected]


A broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.