Advisory Services for Business Owners
Business owners continually adapt their business strategy to inform, serve, attract leads, and make their companies more profitable. Add financial matters into the mix and the challenges can be stressful. That’s where ProActive Advisors helps.
Our proactive advisory services identify, build, and implement financial strategies to give you an edge. Don’t let financial challenges slow you down. Let ProActive Advisors help you:
- Protect Assets & Reduce Taxes
- Align Personal & Business Goals
- Grow Wealth & Manage it
- Turn Comp into a Growth Engine
- Build Exit Plans that Pay Off
Business Growth from Good Decisions
Every business owner knows the first step in making a decision is to gather the relevant facts. The next step is to evaluate the range of financial expectations and the probabilities they will occur.
Use our Business Assessment Tool to explore the life cycle stage that your business is in along with suggestions for increasing growth at that stage.
Advisory Services for Entrepreneurs
Establishing a new business takes vision, hustle, scrappiness, and leadership. Additionally, it takes financial management and a laser-like focus on workflow processes to ignite growth.
ProActive Advisors helps entrepreneurs assess their readiness, set priorities and manage their finances. We also help you assess risks and act strategically.
Learn more about resources ProActive Advisors has available to assist your new, small business.
401k Plan Services with WOW!
Retirement plans are a big company investment, but to employees it’s often just a checkbox item. The truth is:
- Your employees won’t thank you for a mediocre plan
- Passive investing silently delivers below-average returns
- Market corrections leave them unprepared and fearful
Let’s change that and make your retirement plan a true competitive advantage - one your employees appreciate so you hear, "I’m maxing out my 401(k) and on track to retire well". Remarkable is the goal and ProActive can add the unforgettable.
Partner with ProActive Advisors and make your retirement plan work for you - not the other way around.
ProActive Advisors, LLC
836 Euclid Ave, Suite 306
Lexington, KY 40502
859-263-1117
© 2026 ProActive Advisors, LLC
SMS Messaging Permission
At this Opt-In/Opt-Out link, check Yes or No indicating your preference to receive or stop receiving text messages from ProActive Advisors. Include your First & Last Name, eMail address & Mobile number and click SUBMIT. A confirmation of your consent to Subscribe or Unsubscribe to SMS texts will be sent to you by email.
By Opting-In (checking “YES”), you agree to receive recuring automated “Portfolio Alert” messages from ProActive Advisors. Message frequency varies. Your consent is not tied to any purchase requirement nor is it consent to receive marketing promotions. Messages and data rates may apply.
You may Cancel your SMS permission decision at any time by going back to our website (proactiveadvisors.com) and resubmitting your Opt-In/Opt-Out decision via the SMS & Cookie link. View our Privacy Policy HERE.
Terms of Service
ProActive Advisors Portfolio Alerts! Your employment and/or your affiliation with our Advisory Firm entitles you to receive SMS portfolio Alerts. These alerts are for internal use only, not for the public, and are intended to direct your attention to the potential need to make account allocation changes. You will be unsubscribed to SMS Alerts should your affiliation with ProActive Advisors, LLC end.
Cookie Policy
Thank you for visiting our website. We respect your privacy and are committed to safeguarding personal information received when visitors come to our website. We use Cookies: small text files that are sent to devices when you visit our website. They act as a memory for our website allowing us to remember visitors and logins on subsequent visits. Cookies can also remember your preferences, improve the user experience and tailor content you see. When you visit our website, we assume you are expressing an interest in learning more and we log information such as the date and time of access, the IP address of the computer used to access the site, the domain, browser software, and operating system as well as the activities you engage when you visit our website. We use this information to improve our customer service. It is used internally to also enhance our website and our visitor’s website experience as well as to link online activity to email lists we have sent information to about firm advisory services. Should you want to stop receiving email or telephone communications from us, send an email to info@proactiveadvisors.com requesting no further email or calls. Otherwise please contact us if you have any questions or concerns by calling us at 859-263-1117 ext. 222. Our offices are located at 836 Euclid Ave. Suite 306, Lexington, KY 40502