PROGRESSIVE FINANCIAL SERVICES
Enhancing Wealth for this Generation and the Next
We specialize in helping individual investors and small business owners develop comprehensive financial plans. Incorporate the use of stocks, bonds, mutual funds, professional money managers, life, long term care and disability insurance to meet and exceed financial goals and objectives. Small business owners utilize business continuation strategies, 401k plans, defined benefit plans along with other more complex strategies.
Progressive Financial Service’s mission is to improve the lives of our clients by providing straight forward investment and wealth managemet services that generate value through personal relationships, a customized approach and comprehensive portfolio.
We take the time to understand our client’s individual needs and goals to deliver sound investment and planning recommendations and strategies. These foundations enable us to help you anticipate your changing needs and move through life’s changing events such as marriage, children, major purchases and retirement.
Tracy, the founding principal of Progressive Financial Services, graduated from Boise State University in 1989. He began working in the financial industry in 1998. Tracy started his own financial advising firm in 2003, after spending 5 years at a large, national investment company. Although he gained invaluable experience working at one of the largest firms in the industry, he believed that he could better serve his clients by having the ability to offer a wider range of comprehensive solutions. He believes financial planning is a very personal activity, and he has designed his company to meet the individual and varying needs of his clientele.
Attention to detail, good listening skills and a great personable approach are symbols of his appreciation by his clients. He is effectively supported by a team of administration, group benefits and investment products specialists whose teamwork and professionalism help him build long-term relationships with his client base and provide excellent customer experiences.
Tracy has lived in the Treasure Valley all of his life, and is a proud graduate of Boise State University where he earned his business degree and played 4 years of football. He spends countless hours in the community, most notably as the President of the non-profit Eagle Rodeo.
Tracy is happily married to his wife, Elizabeth, and has two grown children. Away from the business, he enjoys hunting, traveling and spending time with family, friends and his 5 dogs.
Tracy Baggerly offers FREE initial consultations.
Through American Independent Securities Group, LLC (AISG)**, Progressive Financial Services offers our clients a wide variety of investments and insurance products to meet their ever changing needs. Products and services offered include:
Individual Retirement Accounts
Business Retirement Plans
-Simplified Employee Pension (SEP)
Check the background of this financial professional on FINRA’s BrokerCheck
**Securities and Advisory Services offered through American Independent Securities Group, LLC. member FINRA/SIPC, 1036 E Iron Eagle Drive, Ste 105, Eagle, Idaho 83616 (208-489-3131). Progressive Financial Services is not affiliated with American Independent Securities Group LLC.
Fiduciary ~ A relationship in which one party places special trust, confidence, and reliance in and is influenced by another who has a fiduciary duty to act for the benefit of the party.
Integrity ~ The quality of being honest and having strong moral principles; moral uprightness.
Confidential ~ The principle that a business or individual should not disclose confidential information about a client to a third party.
Our website offers updated financial topics of interest, such as tax saving techniques, maximizing your 401k, college saving strategies and regulatory changes along with other investment strategies. There are great financial calculators to help determine retirement needs and objectives. This information is constantly changing and being updated, it is a great tool to stay up to date on financial strategies.
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PROGRESSIVE FINANCIAL SERVICES
Monday – Friday
9am – 5pm
Saturday & Sunday