Our Services

Your choice of a Financial Advisor is one of the most important decisions you will make. Bad choices can have injurious consequences like stunted compounding from hidden costs, slow growth from bad strategy, and crippling losses due to poor risk management.  ProActive Advisors diligently works to navigate the complexities of change. Compare our money management practices and how they can improve your financial life.

Retirement Planning

Planning a successful retirement is about building and wisely spending income so you don’t have a savings shortfall or run out of money during your lifetime.  To be successful, there are complexities to get right:  how much to save, what to invest in, which investment strategy to use, when to retire, how much to safely withdraw,  when to start taking Social Security, etc. And that’s before considering healthcare, retirement plan conversions, and taxes

ProActive can help you sort out these questions and make smarter financial decisions. In Pre-Retirement Years, our focus is on building tax advantaged savings, and in the Post Retirement Years,  we focus on optimizing retirement spending in a tax efficient manner. If you have not yet looked at the details of what’s best for you given the complexities of Social Security, Taxes, and Medicare, let us help. The process of making a Retirement Plan can be uplifting and will give you greater confidence and control.  Don’t delay this until tomorrow. Talk with one of our financial professionals get started on making a smart plan you can count on.

Money Management

Money Management done properly empowers financial planning by producing successful outcomes.

ProActive Advisors acts as a fiduciary implementing financial plans with quality money management. This includes assessing your investment strengths and weaknesses and making decisions important to growing and protecting your money. Get the ProActive advantage to navigate business cycles and combat market risk no matter the market environment. Enjoy greater peace of mind knowing dedicated professional Advisors are diligently working for you.

College Planning

College costs have routinely risen at rates significantly greater than inflation—by an average of 8-9% per year.  Students leave college burdened by excessive debt.

A ProActive Certified College Advisor can help your family determine how much you need to invest, either in a lump sum or monthly amount, and how best to fund college and university expenses. Together we will explore in-state versus out-of-state and public versus private college costs. We’ll provide guidance to distinguish your Admission’s applications and use our nationwide database of admissions offers, financial aid awards, and acceptances to improve your financial aid awards. Get started today so your children/grand children not only gain admission to the college or university they qualify for, but also finish college with less onerous college debt.

Estate Planning

Estate Planning helps families create a legacy with impact. With divorce and second marriages more common today, it is important to prepare for a variety of situations with professional planning that minimizes taxes and the potential for legal challenges, particularly when passing wealth on to the next generations.  

ProActive Advisors is a fiduciary that provides financial planning and money management of assets. We take a collaborative approach working with your legal and tax advisors to help protect, preserve, and pass on your wealth. Find out how professional financial guidance can improve your results and better reflect your life’s values while keeping more of your hard-earned money for loved beneficiaries.

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