Who are Proactive Advisors?

Proactive Advisors are the most trusted and sought-after financial advisor firm in Lexington. When you choose Proactive Advisors, you are choosing the best possible route for your financial future. No one brings more experience to the table, and no one offers you the same level of personal attention.

Your future is why we do what we do. That means your financial well-being is top priority. At Proactive Advisors, we take our duties to care for your financial future seriously. As financial advisors help you invest your assets so that they’ll grow at a safe, yet aggressive, pace. Your future and your financial state shouldn’t be overwhelming. Our team has the knowledge and experience to walk you through your options, making a plan for you and your family that sets you up for success and peace of mind. We give you personalized care and individual advice that is tailored to your specific needs and goals. In chaotic times like these, having a financial advisor in your corner is more important than ever. And choosing us to manage your portfolio is one of the wisest financial decisions you can make! Reach out right now, and let’s navigate the future together.

When you give us a call, you will be connected directly to one of our friendly staff, so you can expect immediate attention to your financial advisor needs.

What financial advisor services do you specialize in?

We specialize in:

• Money Management
• Retirement planning
• Financial planning
• Collage Funding Services

We also offer A LA Carte financial advisor service which includes:

• Asset Management
• Asset Protection
• Budgeting and Income Planning
• Making College Affordable
• Legacy / Estate Planning
• Comprehensive Financial Planning
• Pre & Post Retirement Planning
• Tax Planning
• Investment / Second Opinions
• Insurance Reviews
• 401K Guidance
• College Funding Services

Our focus areas are investment management, financial planning, retirement planning, investment advisor, financial advisor, estate planning, small business consulting and investment services near me. Contact us now for all of your financial advisor needs.

What is a financial advisor?

A financial advisor is your personal financial planning partner. As an example, you would like to retire in 20 years or send your child to a non-public university in 10 years. To accomplish your goals, you’ll need a talented professional with the proper license to assist make these plans a reality. This is often where a financial advisor comes in. Together, you and your advisor will cover many topics, including the quantity of cash you ought to save, the kinds of accounts you would like, the sorts of insurance you ought to have (term life, disability, including long-term care, etc.), and estate and tax planning.

Step one within the financial advisory process is knowing your financial health. You can’t properly plan for the long term without knowing where you stand today. Typically, you’ll be asked to finish an in-depth written questionnaire. Your answers help the advisor understand your situation and make sure you do not overlook any important information. Proactive Advisors are the most trusted and sought-after financial advisor firm in Lexington. The financial advisor is additionally a teacher. Apart from the advisor’s task is to assist you to understand what’s involved in meeting your future goals. The education process may include detailed help with financial topics. At the start of your relationship, those topics may include budgeting and saving. As you advance in your knowledge, the advisor will assist you in understanding complex investment, insurance, and tax matters. Contact us today for all of your financial planning needs.

What is your mission as a financial advisor?

Our name defines our mission to be pro-active in managing the money you entrust to us. It serves as our constant reminder to identify opportunities and watch out for risks. Each day is exciting because we regularly discover smart people working on innovative ideas for new products & services aimed at making life better. We run independently and think critically allowing us to build superior portfolios. It’s a labor of love working to accomplish this mission and it provides a sense of fulfillment and purpose: we are challenged to secure the rewards of investing while helping you achieve your financial goals. Contact us today for all of your financial advisor needs.

What is your financial advisor niche?

Proactive Advisors manages money primarily for individuals, families, small business owners and private trusts. Most clients grant us discretion to make their buy & sell decisions understanding we don’t receive trade commissions or hidden fees. They also receive statements independently and directly from their third-party custodian so they have assurance their Account value is what they own.

Who founded Proactive Advisors?

Proactive Advisors, LLC was founded by Lawrence York who transitioned his brokerage practice into a fee-only Advisory firm. In the two years prior to starting ProActive Advisors, Mr. York engaged a software development company to code his investment process into a computer program to improve portfolio management. That was 2006-2007, and the next year when it was launched, the worst market correction since 1929 ravaged the stock market. It was fortuitous the 360Portfolios program had been rigorously back-tested over market cycles including periods with perilous market corrections because doing so caused Mr. York to include decisions-rules in the 360Portfolios methodology to effectively navigate downside risk during market corrections.

What does being a “Fee-Only” financial advisor mean?

Proactive Advisors is not a bank or broker-dealer and is not affiliated with one. We are a Registered Investment Adviser operating under a fiduciary standard of care. We act as Principals advocating for you in the markets, not as Agents seeking to sell you investments. We charge a fair, fully disclosed fee which includes basic financial planning. If you’d like to explore the difference we can make, Let’s Talk.

Where are you located?

We are located in Lexington, KY. Our address is:

ProActive Advisors, LLC
836 Euclid Ave, Suite 306
Lexington, KY 40502

How can we contact you?

Please feel free to reach out to us at any time. You can reach us by phone at (859) 263-1117 or by email at lsyork@windstream.net. Proactive Advisors are the most trusted and sought-after financial advisor firm in Lexington. Contact us now to choose the best possible route for your financial future!