Progress Wealth Management is not a fee-only financial planning firm meaning we may be paid a commission to sell you life insurance, disability insurance or other kinds of insurance. We made this decision after being non-commissioned because we believe that it will improve or clients’ experience & not force them to work with 3rd parties they don’t trust.
We are fiduciaries through and through so whatever we sell, we are bound by the fiduciary requirement to look out for our clients best interests, first.
Point being! We believe that by selling insurance, it will make working with Progress Wealth Management simpler, easier and all-in-all better for our clients.