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About Wealth Progression Group

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


Corporate Bonds

Government Bonds

Municipal Bonds

Mutual Funds

Managed Money

Real Estate

Oil and Gas

Variable Annuities

Financial Planning

Retirement Plans

401(k) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Efficient Estate Transfer

Gifting of Assets

Tax-Free Retirement Benefits

Educational IRA

Traditional IRA

Roth IRA


Simple IRA



Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Guaranteed Income Products

This video contains the top 12 questions you should be asking any advisor you are considering working with - including me! I've even put the questions in a downloadable PDF.



BD Fiduciary Form

Learn more

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  | 952 666 2525