proactiveadvisors-blog

[proactiveadvisors-blog]

Investment Management

You invest to have more than you save and you need to grow your savings as fast as you can. ProActive Advisors provides greater assurance your family will achieve its important financial goals by managing portfolios designed to steadily compound using our proprietary 360Portfolios discipline.

If you have concerns about the rate of your financial progress and want to see if improvements are possible, please get in touch. We've repaired many people's investment plans putting them on a more successful path!

https://www.lexingtonfinancialplanning.com

[proactiveadvisors-blog]

Financial Planning

Your financial success is dependent on sound advice and good decisions. It requires crafting an opportune plan based upon the relevant factors that will impact your financial life. ProActive Advisors not only provides financial planning, we "quarterback" your investment details acting as a liaison with your other accounting, legal, and tax advisors. The result is greater assurance you'll meet your important financial goals. Plan well and live well. Get in touch today by calling the number above!

https://www.lexingtonfinancialplanning.com

[proactiveadvisors-blog]

Retirement Consultant

Successful retirement planning begins with a personalized investment plan that will provide ample, future income. The first step is to take inventory of your personal resources and financial circumstances. Next potential risk and opportunities are identified. And finally, a sound plan of action is implemented, managed and monitored.

Whether you're 20 or 30 years away from retirement or ready to retire now, ProActive Advisors is here to help you map out how best to save, invest, and spend. Call us to get help and answers on how to build a dependable income stream to cover your current expenses and those discretionary ones that make life enjoyable.

https://www.lexingtonfinancialplanning.com

[proactiveadvisors-blog]

Welcome to ProActive Advisors, a Registered Investment Advisory firm headquartered in Lexington, KY. Our services include financial planning, investment management, retirement planning, financial consulting, and more. When you work with ProActive Advisors, you receive a holistic review and we quarterback your financial matters with your other accounting, tax, and legal advisors all for an affordable, annual fee. The result is peace of mind and a greater assurance you'll meet your important financial goals.

Our mission is to help you earn the rewards of investing. To do that, ProActive Advisors focuses on compounding what you save.

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.

Our team is uniquely qualified in managing financial challenges. Our experience gives us a deep knowledge-base to draw upon and our proprietary 360Portfolios investment process gives you an extraordinary edge not enjoyed by most of our competitors.

It all begins with having a conversation to look at where you are today and where you want to be. We listen, ask questions, and identify the relevant factors about your circumstances to devise an opportune solution. Our focus is on you and your family's financial goals. We work as Principals with loyalty to you, not as Agents selling you investments. And there's no "me too," own-a-little-bit-of-everything approach. Our approach is an analytic, probabilistic process seeking to find the best reward-for-risk opportunities while fine-tuning account risk exposures with the business cycle.

We use the tagline: "Who's Watching your Money?" We say that because many other firms put your account on auto-pilot routines without adequate risk controls. So, if you’re interest

https://www.lexingtonfinancialplanning.com