Our Services
Our Three Core Principles
We are built on fundamental ideas that are key to establishing lifelong, trusting relationships with clients:
Accountability
An important aspect of any relationship between a financial planner and a client. ProGen puts the client's best interest at hand and provides ultimate value and understanding of each decision or strategy.
Transparency
An imperative value that every client deserves. There should be no surprises when it comes to financial planning. ProGen strives to be fully transparent in every interaction, and transaction, that becomes part of a financial plan.
Authenticity
Essential when having an open and trusting relationship with clients. This relationship allows ProGen to get to know the client, so that a plan can be constructed for each client's unique needs, goals, and dreams for now and in the future.
About ProGen Financial Consulting, LLC
Tiffany Noto
Tiffany understands that life doesn’t always go as planned. As someone who has overcome adversity, she is deeply empathetic and has a sincere desire to make sure that the proper plans are in place when the unexpected happens. Since it is hard to prepare for the unexpected, Tiffany has devised numerous strategies that can be used to cater to each client’s specific needs.
She is a graduate of Cabrini High School and the University of New Orleans, where she graduated Cumme Laude. She earned a Bachelor’s of Arts degree in Political Science Pre-Law and was a member of the Pre-Law Fraternity chapter. After working for a law firm for some time, she realized that she could better help people by assisting them with their financial future. She gained experience at a local financial firm where she earned her Series 65 as well as her Life and Health Insurance License. She then went on to create her own firm and named it ProGen to establish her love for helping people of all generations. From individuals and families, to businesses, she specializes in Debt Reduction, Family and Retirement Planning as well as Business Consulting. Tiffany is dedicated to all aspects of her client’s financial lives.
Tiffany is happily married to her husband Brad and together they have three beautiful children. They support their children’s private school and are actively involved in the community. She also enjoys spending time with friends and family along with reading, writing, and boating.
Recommended Reading
Steps to Take Before You Prepare Your Taxes
from investopedia.com
Whether you do your own taxes or pay a professional, certain steps can make the process go more smoothly. Here's a tax preparation checklist.
What's New For 2022 In Federal Taxes
from Journal of Accountancy
A law change and some regulations take effect while an array of provisions expire.
Top 7 Reasons to Roll Over Your 401(k) to an IRA
from investopedia.com
The benefits of rolling over your 401(k) into an IRA when you change jobs can include more investment choices, lower fees, and greater control.
Policy Basics: Top Ten Facts about Social Security
from Center on Budget and Policy Priorities
Eighty-six years after President Franklin Roosevelt signed the Social Security Act on August 14, 1935, Social Security remains one of the nation's most successful, effective, and popular.
How to Retire Now-ish: A Guide to Inflation, Rising Rates, and More
from bloomberg.com
Strong markets have swelled account balances, but changing conditions make it a good time to revisit your plan.