First Meeting

Let's Talk about Financial Security...

First Meeting - No Charge

"What will my first meeting or complimentary second opinion be like?"

Here’s what to expect…

Allow one hour for your first meeting to give us enough time to discover your concerns and needs.

There is no charge for this consultation. The agenda is to hear your story, your concerns and your goals.

We’ll listen and ask some questions to understand your current situation.

We'll list the information we’ll need to see to know the relevant facts.

Then we’ll arrange for a second meeting to review that information.

Follow Up Meeting - No Charge

"What details will we cover in the follow up meeeting?"

To be sure of your investments facts, we'll need to see your account statements.

For your debt(s), we'll need a list of how much and who you owe.

For your home, it’s also helpful to know the date you took out the mortgage, the mortgage rate, and term to maturity.

For your retirement plans (401k, 457, 403b, IRAs, Roths), we'll need a current statement or online access to your accounts where investment options and performance are listed.

If the concern is reducing taxes, we'll need to see your most current tax return.

Fees after the second meeting - We offer a variety of pricing options including an hourly fee, fee for project, engagement fee, or fee for assets managed. Once we know your story, including the circumstances and complexity of your needs, we can simplify the pricing for you.

Thank you for your interest. We encourage you to explore our services and ask questions because knowing more fosters wiser investing.

ProActive Advisors, LLC

836 Euclid Ave, Suite 306

Lexington, KY 40502

859-263-1117

Let's Talk!