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Are these the thoughts that come to mind when you look at your practice’s finances?
Do you feel like you’re being left out of the decision-making process when it comes to the financial strategy of your business?
Like somehow your CPA is more “in charge” of your money than you are?
Then COVID forced the doors of our practices shut,
effectively cutting of our cash flow, and as we watched our profitability go up in smoke and our stock options plummet, we got mad!
If the financial giants didn’t have one, we would forge our own—and
PROGRESSIVE FINANCE
was born!
Now, we’re disrupting the financial world by offering other professionals, like you, a way to diversify your wealth and make your money work for you.
Our suite of professional services and team of experts will help you work smarter, not harder, and finally get off of the hamster wheel, while still providing financial stability for your family and your future generations.
At progressive finance we put YOU back in charge of your money!
The world is changing rapidly these days and the way you look at your investments should be too.
Investments that were once “sure things” like 401ks, stock options, and IRA’s are no longer guaranteed to secure your financial future, let alone create a legacy for your children and grandchildren.
Because secretly, you believe there has to be a better way. But you don’t know what you don’t know, so when your question is met with a confident-sounding “We know what’s best, and this is it,” you don’t have much choice other than to give in and go about your day.
Well, that ends NOW!
There is a better way! There is more than one way to make your money work for you. You can
focus on both debt reduction and growing your wealth—AND
AND YOU SHOULD!
To truly build and secure wealth in today’s reality, professionals need a
comprehensive and diversified plan.
A plan that no one accountant or
financial advisor will ever be able to give you.
Most financial professionals focus on learning everything there is to know about a handful of
options and then selling those services or policies to their clients
And our financial experts are no different…Each is a master of their craft with a high level of knowledge in their field. What is different is their willingness to work together at Progressive Finance in order to create a holistic financial plan that meets the unique needs of each of our clients.
No single CPA can be a one-stop-shop for all of your financial needs in today’s uncertain times. But a team of highly-skilled and personally vetted professionals willing to collaborate for the good of their clients certainly can be. That’s what we’ve created here at Progressive Finance—a team of
financial advisors with specialties in everything from tax credits, to trusts, to infinite banking options–with professional practitioners, just like you, at the helm.
We know what it’s like to spend years trying to find a way to make your money work for you. We know what it’s like to be dismissed by your CPA when you ask about options outside of their expertise.
Until we became so frustrated by trying to balance work, family, time, and money that we created a better way.
You’ve worked hard in your practice to build your wealth. Now let us show you how to diversify and grow it without putting in more hours at the office.
Jill Wade, DDS MAGD
Dr. Jill Wade has been practicing dentistry for over 25 years. She specializes in both general and high-tech cosmetic dentistry in the heart of Frisco, Texas, and has long been a pioneer in the industry. Jill always believed there should be more to dentistry than the traditional “drill ‘em, fill ‘em, and bill ‘em” approach. She has spent much of her career finding innovative ways to optimize oral health for her patients and creating state-of-the-art, preventive-health-focused practices that center on a patient’s total needs.
Jill’s passion for finding a better way has led to her professional associations with:
• The American Heart Association
• The Board of the Institute of Areriology
• The Board of Carr Cares Foundation
• The Pro Dentist Magazine
• The Military Wellness Initiative
That passion for helping others didn’t stop there. After founding Relevance Health & Relevance
Total Health to bridge the gap between medicine, dentistry, and genetics, it wasn’t long before
Jill realized that just as she had helped her patients find a better way, she was strategically placed
to help other hard-working dental practitioners by showing them how to build financially
secure practices as well.
To do so, she co-founded A Progressive Practice. This software application provides the business
support and training practitioners need to replicate the success she created at Stonebriar Smile Design.
Now, she’s at it again…providing financial-diversity education and services to professional
practitioners that want a better way to make their money work for them and their families.
Stephen LaDuque, DDS
Dr. Stephen LaDuque has been a dentist for over 20 years. He specializes in orthodontics and general dentistry. He earned his Bachelor of Biomedical Science degree from Texas A&M University and his DDS from Baylor College of Dentistry.
Stephen believes it is vital to stay abreast of current happenings in the dental industry, and is therefore a member of the following organizations:
•American Dental Association
•Texas Dental Association
•American Orthodontic Society
•American Academy of Cosmetic Dentistry
He established his practice, Dental Excellence, in 1999 with the intention of bringing first-rate dentistry to the Stephenville and Eastland areas, and he’s done just that. In addition to providing top-notch dental care for his patients, Dr. LaDuque helps other practitioners expand their billable
services by lecturing across the country on Fastbraces.
He continues to build on his desire to help other professionals here at Progressive Finance by guiding them through the sea of financial options available to them. A er years of trying to balance his family life and his practice, he found a better way to create financial health than working countless hours and sacrificing time with his family, and he can’t wait to show you how to do the same.
We pride ourselves on building the best and most diverse team of service providers available today.
We believe that to truly serve our clients we owe them the opportunity to diversify their investments and grow their wealth, and we want to work with other financial professionals who share this same belief.
We know you care about your clients.
After all, you’ve been developing your relationship with them for years. We know you want to help them make the best financial decisions they can, and we know you likely lack at least some of the tools and policies to be able to provide that on your own.
That’s where Progressive Finance and our comprehensive team come in.
We’re passionate about empowering every dentist, doctor, and professional to truly take control of their finances, and we believe that with your help we can make that happen. Not only for your clients but for you as well!
When you refer your clients to the Progressive Finance team of
experts, you both win.
It’s Simple.
Your clients receive diversified financial options that extend beyond the policies you can write, and you earn a referral bonus on each service they choose. After all, your clients aren’t the only professionals who should be diversifying their income streams.
Disrupting the world of single-service financial advisors is bigger than us…It’s bigger than you!
We can collaborate to make millions…by helping others get more of what they want. So, if you want to live for something bigger than yourself, and secure your own financial success in the process, we want to talk to you today!
You want to make your money work for you! We know how—DIVERSIFY YOUR WEALTH!
Diversifying your investments and financial strategies is the absolute BEST WAY to grow your money and secure the financial future of your practice, your family, and your future generations.
But how do you make that happen? Where do you start?
RIGHT HERE—with PROGRESSIVE LEGACY:
HOW TO DIVERSIFY TO MILLIONS
If the traditional system of investing is leaving you wanting more (MUCH MORE) then you can’t afford to miss the actionable steps to diversification and inspiring stories in Progressive Legacy: How to Diversify to Millions. In their eBook, Dr. Wade and Dr. LaDuque share their journey to financial security and the frustrations they met along the way. Then they lay out the first steps they took to diversify their investments and strategies.