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.

07/17/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
07/15/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

You can help ensure that losing your wallet doesn't turn into something bigger.
07/13/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
07/10/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

10 tips that can head-off marriage money problems.
07/08/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
07/06/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Investors should understand the ways in which financial professionals are compensated for the services they provide.
07/03/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

Three tips for giving smart from the heart.
07/01/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
06/29/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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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