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I help professionals in tech retire earlier & reduce their taxes.
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I help professionals in tech retire earlier & reduce their taxes.
12183 w 57th ln arvada, co 80002
Yes
Yes
W.P. Carey School of Business, Arizona State, Bachelors of Science, Finance | Grand Canyon University, MBA
Blaine is a mentor to ASU students, provides pro-bono financial planning to low income individuals and volunteers his time to mentor entrepreneurs through the Rocky Mountain Microfinance Institute.
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Blaine was extremely helpful in my search for practical industry information. I am seeking to change my profession to a Registered Agent Advisor. I spent a few days researching on Youtube and decided it was time to talk to someone. I googled “Financial Advisor Near Me” and Progress Wealth Management was the first call I made. Blaine made me feel like a paying customer and spent time with me answering all of my questions.
Blain is a wealth of knowledge and is easy to talk to. And, has saved me actual years of my life. I was headed down the wrong path and he gave me guidance.
Shawn T
Grand Junction
A fantastic and very professional organization. Blaine took the time to answer all my questions and has made planning for retirement extremely easy and something I actually look forward to now.
I would highly recommend to family and friends!
Working with Blaine has been great. We did a needs analysis to finds out exactly what my goals were and we were able to identify what it’s going to take to get me to where I want to be. The process scared me at first but I now feel comfortable knowing that I have some much needed direction and someone to help me in my corner. I have worked with a few advisors in the past and they never seemed too interested in doing what is best for me unless there was something in it for them. Highly recommend spending some time with the folks at Progress Wealth Management.
I would recommend Blaine as an advisor for other engineers looking for compensation advice. Blaine helped me out with my ISOs and equity compensation for my software engineering career.
Very professional and exceeded my expectations. Would highly recommend.
Blane is a very hard-working, intelligent advisor with a genuine interest in seeing his clients succeed
Blaine Thiederman with Progress Wealth Management was fantastic to work with! Before working with Blaine I was worried and stressed about my financial future and retirement goals. Blaine worked collaboratively with me to review my finances and put together a financial plan that suits my overall retirement goals. He is also an exceptional listener and was well thought out during our appointments and extremely knowledge about a variety of financial topics from taxes, to estate planning and more! I would highly recommend working with Blaine, based on his in-depth knowledge of finance, customized financial plan building and his genuineness towards caring about you and your financial goals.
Blaine is great. No doubt in my mind that he genuinely cares and wants to help me better my situation, always replies to text messages (even on his honeymoon, CRAZY) and has even deferred payment during tough times. Blaine was critical in me identifying my value as a minority in the workplace when negotiating a new salary.
Blaine is very knowledgeable and personable. He is very client focused and results driven. You feel confident your finances are in good hands working with Blaine.
A fantastic and very professional organization. Blaine took the time to answer all my questions and has made planning for retirement extremely easy and something I actually look forward to now.
I would highly recommend to family and friends!
Fantastic rates for a CFP. Awesome guy and extremely helpful with my planning and portfolio.
A solid advisor that takes time to listen to his clients’ needs. Told him the things I like and he tailors the advice.
Progress Wealth Management helped develop a plan so my wife and I could retire when we wanted to, early. Blaine was thorough in the questions he asked and made sure our questions were answered. I am happy to say we will go to Progress Wealth for any financial questions we have.
If you want a partner that listens to you, cares about your goals, cares about the people most important to you in your life. And will be there with you, for you, as you progress through the different stages of your financial journey. Then you’re in the right…. No – the best place.
I appreciated my financial advisor’s knowledge and sincerity. I received great service and now have a comfort that my long term investments are protected from todays unpredictable future. Robert E.
Blaine at Progress Wealth Management continuously helps me reach my financial goals. He is no nonsense, yet understanding and works with you and your specific financial situation rather than providing overt diatribes on what needs to be done and why you’re a bad person for spending too much money on eating out last month. His goal is to understand motives and attack goals with his financial experience and knowledge without forgetting the personal touch needed of a good fiduciary.
A key quality I value from him is that he is able to provide his own opinion when asked, but is able to remain objective as to the different means of reaching financial goals and provide those me in a clear and concise format.
Some examples of target items he and Progress have assisted my family in:
1. Student Loan management
Finding alternatives loan providers for a refinance to better save money on a month to month basis, and also save over the lifetime of the loan, for a shorter term.
2. Budgeting solutions
How to best use technology to better budget on a month to month basis, and providing objective pro/cons of the solutions available on the market, free or paid. Progress even seeks to partner with some of them to provide low cost access to paid budgeting software to their clientele.
3. Home Purchases
Identifying factoids about the market, and then providing different solutions for buying a home based on the timetable planned to actually buy the home. Whether it be in 2 years, 5 years, or so on. With different factors that come into play depending on changes in the market, this means a lot of different variables, and Progress keeps it very simple and easy to understand.
4. Job assistance
Progress is able to assist with resume and job seeking efforts. They are able to identify and find job offerings to help your bottom line. Budgeting only goes so far, and after that Progress can help you target increasing your overall income to reach projected goals.
Ask an Advisor: I own a rental house in a popular Denver neighborhood. Am I better off financially by securing long-term renters, or should I list the property on Airbnb to generate income from short-term rentals?
Ask an Advisor: I’m going to lose my job at a large technology company in a round of layoffs next month. What should I do today to prepare financially?
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https://www.thinkadvisor.com/2021/12/23/what-8-advisors-will-do-differently-in-2022-advisors-advice/
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