Secure your financial future with astute precision.

As a 1099 professional, you’re no stranger to the challenges of a unique financial landscape. Progress Wealth Management is here to tailor a financial strategy that perfectly complements your entrepreneurial spirit.

Here’s How We Can Help:

Financial Masterplan:

Understanding your unique circumstances, like irregular income and potential business expenses, we develop a personalized financial roadmap for you.

Wealth Navigation:

We work with you to manage and optimize your wealth, particularly if it’s accumulated from various sources including consulting, freelancing, or gig economy work.

Tax Efficiency:

We craft tax-savvy strategies that help you retain more income, managing the complexity of self-employment taxes and deductions.

Retirement Solutions:

We design retirement plans that align with your personal and professional ambitions, based on your current financial health and future income needs.

Risk Contingency:

We identify and mitigate potential risks to your financial security, including ensuring proper insurance coverage and emergency savings.

Income Guidance:

We assist in understanding and optimizing your income streams, managing volatility, and planning for future growth opportunities.

Estate Blueprint:

We help in establishing an estate plan that minimizes potential taxes and ensures a smooth transition for your heirs.

Our approach is custom-made to meet the unique financial needs of 1099 professionals. We provide comprehensive services and proactive guidance, helping you make informed decisions, maximize your wealth, and achieve long-term financial security.”