Master Your Money.
Build Wealth. Leave a Legacy.
Empowering families, professionals, and business owners
with the tools, education, and strategies to build, preserve, and
transfer wealth—without the overwhelm.
Our Mission
🏢 Our Story
Why We Started Progressive Wealth Creation
Progressive Wealth Creation was born from a real place—a place of seeing too many people we care about working hard… but still falling behind.
We saw families doing everything right, yet feeling like they couldn’t get ahead. Young professionals making good money, but unsure how to build something real. Business owners pouring into their companies with no plan to protect it long-term.
We’ve been there too.
We’ve felt the anxiety of not knowing where to start, the overwhelm of financial jargon, and the frustration of feeling like the system just wasn’t built for us.
So we built something different.
Progressive Wealth Creation is more than a financial education company. It’s a movement to help everyday people build wealth intentionally—not just for themselves, but for their children, their communities, and generations to come.
🎯 Our Mission
To empower families, professionals, and
business owners to build, preserve, and transfer wealth through simple education, smart strategies, and personalized support.
We’re here to break cycles, create clarity,
and help you take real action—
step by step.
Whether you're starting from scratch or already
building momentum, we’ll meet you where you are and help you move forward.
❤️ Why We Care
Because we’ve seen what happens when people don’t get the guidance they need.
We care because we’ve been in those shoes. We’ve felt the stress of not knowing what’s next. And we’ve experienced how powerful it is to have a plan, a guide, and a clear path forward.
We believe wealth isn’t just about money it’s about freedom, security, and legacy. And we believe everyone deserves access to the tools that make that possible.
This isn’t just what we do it’s who we are. Welcome to Progressive Wealth Creation.
How We Help
Your Financial Journey, Covered From A to Z
🙌 How We Help
At Progressive Wealth Creation, we don’t believe in
one-size-fits-all solutions. We believe in meeting you where
you are—whether you’re just getting started, hitting your stride, or planning your legacy.
Our approach is built around the 3 pillars of lasting financial wellness:
📈 We Help
You Build Wealth
We guide you through the essentials of smart money management—budgeting, saving, investing, and protecting your income. From learning how to make your money work for you, to building multiple income streams, we’ll help you lay a strong financial foundation.
✅ Real-world strategies
✅ Tools for smart decisions
✅ Confidence to take control
🛡️ We Help
You Preserve Wealth
Once you’ve started building, we
focus on keeping it safe and sustainable. That means tax planning, market risk management, and protection tools like insurance and annuities—designed to weather any storm.
✅ Custom strategies for your life stage
✅ Asset protection and tax efficiency
✅ Long-term peace of mind
🏛️ We Help
You Transfer Wealth
True wealth is generational.
We help you prepare for the future—on your terms. Whether it’s through estate planning, life insurance, or business succession, we’ll help you create a legacy that lasts.
✅ Clear estate planning education
✅ Family wealth strategies
✅ Legacy-focused financial tools
You don’t need to figure it all out alone.
With the right guidance, you can build something that lasts—and live with confidence now and in the future.
Our Services
Need Help With Your Finances? We’ve Got You.
Cards or Tiles for Services:
💼 Our Services
At Progressive Wealth Creation, we offer personalized financial solutions built to match your goals—whether you're growing, protecting, or passing on your wealth.
We combine education with action, so you not only understand your options—you know exactly how to use them.
🧭 1-on-1
Financial Coaching
Build your financial confidence with personalized sessions that help you budget better, eliminate debt, grow savings, and start investing the smart way.
✅ Customized financial plans
✅ Support for families, professionals, and entrepreneurs
✅ Coaching built around your life and goals
🛡️ Life
Insurance Planning
Life insurance isn’t just about protection—it’s a powerful wealth-building and transfer tool. We help you choose the right strategy and structure for your needs.
✅ Term, Whole, and Indexed Universal Life (IUL)
✅ Cash value growth strategies
✅ Legacy and estate planning solutions
🔒 Fixed
Indexed Annuities (FIA)
Looking for guaranteed retirement income without market risk? We’ll guide you through how FIAs work—and how they fit into your long-term financial picture.
✅ Guaranteed lifetime income
✅ Principal protection with growth potential
✅ Retirement income you can count on
⚰️ Final
Expense Planning
Don’t leave your family with stress or uncertainty. We help you plan ahead with simple, affordable final expense coverage.
✅ Covers funeral and burial costs
✅ Quick approval options—no medical exams
✅ Peace of mind for you and your loved ones
🏛️ Legacy &
Estate Strategy Sessions
We work with you to build a personalized plan that aligns your wealth with your values— ensuring your legacy is preserved and passed down intentionally.
✅ Will and trust guidance
✅ Beneficiary planning
✅ Tax-efficient transfer strategies
📞 Ready to Take the First Step?
Let’s build a plan that works for you. Whether you want to start
simple or dive into strategy, we’re here to help you move forward with clarity.
Free Tools & Resources
Free Tools to Help You Get Started Today
Retirement Planning Worksheets
IUL vs. 401(k) Comparison Guide
Estate Planning Checklist