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. 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.
The result is peace of mind and a greater assurance you'll meet your important financial goals. 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.
Services
ProActive Advisors, LLC is a boutique Financial Advisory firm helping clients grow their wealth and spend it wisely. Our clients are individuals, families, small business owners, and private trusts. Their success comes by our taking a solution-oriented approach-analyzing their financial wellness and constructing financial plans to improve it.
Planning a successful retirement is about building and wisely spending income so you don't have savings shortfall and run out of money during your lifetime. To be successful there are complexities to get right like: how much to save, what to invest in, which investment strategy to use, when to retire, how much to safely withdraw, and when to start taking Social Security.
Money Management done properly empowers financial planning by producing successful outcomes. Engage ProActive Advisors and we will act as a fiduciary providing on-going asset management for your account(s) and estate. This includes assessing your strengths and weaknesses and implementing decisions most favorable for you given your personal financial circumstances and our judgement and experience.
College costs have routinely risen at rates significantly greater than inflation-typically 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 expenses.
Estate Planning helps families create a legacy with impact. With second marriages more common today, it is important to prepare for a variety of situations with professional planning that minimizes taxes and the potential of legal challenges when passing wealth on to the next generations.
ProActive Advisors is a fiduciary that provides financial management of your assets and works 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.
ProActive Advisors is a fiduciary that provides financial management of your assets and works 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.
