Progressive Financial Solutions

Financial

About

For IRC Section 1031 exchange coordination and business succession planning in downtown San Diego's Bankers Hill, Progressive Financial Solutions maintains offices at 1901 First Avenue. The firm's long-term care insurance planning accounts for the actual cost of in-home and facility-based care in San Diego County, with premium projections informed by provider rates at Bankers Hill agencies including Windward Life Care, which delivers geriatric care management and in-home support services. Incorporated in 2006 and operating from offices in San Diego and Costa Mesa, the firm structures financial plans around five core practice areas: 1031 tax-deferred exchanges, life insurance, long-term care coverage, debt management programs, and business succession design. Succession planning engagements address buy-sell agreement funding, key-person life insurance, and entity valuation modeling for S-corporations and partnerships preparing for ownership transition. Long-term care coverage recommendations factor in inflation-adjusted benefit periods, elimination-day structures, and shared-care rider options—underwriting variables that directly correlate with the cost of residential care at Bankers Hill facilities like The Villa on Bankers Hill. The firm's highest-complexity engagements involve structuring sequential 1031 exchanges across multiple replacement properties within the IRC's 180-day identification and closing windows, coordinating qualified intermediary escrow accounts, and modeling debt-replacement requirements for leveraged like-kind transactions.

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