Prior to founding Progressive Strategies Financial Group, Patrick served as a financial advisor with The Budin Group, where she built a portfolio of more than 650 clients. Patrick said her commitment to open communications with her clients’ advisors has helped her build well-rounded plans designed for long-term financial independence.
“We have strong ties with local CPAs, estate planning attorneys, third-party administrators and benefits consultants, so clients benefit from a broad approach,” said Patrick, founder and president of the company. “We can consult our clients on finance, real estate, insurance and financial planning. Having everything together in one place make our clients’ lives simpler and provides them with all-around, comprehensive plan.”
Patrick is involved in several community organizations and in 2006 founded The Women’s Financial Forum. The Women’s Financial Forum allows female business owners and executives an opportunity to network and attend free financial education workshops. Patrick is also a board member of the United Way of Southern Nevada’s Women’s Leadership Council and a former board member of the National Association of Women Business Owners (NAWBO).
Tori Patrick is affiliated with LPL Financial. LPL Financial is one of the leading financial services companies and the largest independent broker/dealer*
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information on Progressive Strategies Financial Group, visit www.psfgwealth.com or call 702-893-1500.