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Take Control
of Your Financial Future

We’re here to help you design and implement financial strategies designed to help you reach your goals.

Get Started in

3 Easy Steps:

one

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

two

Evaluate

Using theproactiveinvestor plan, we’ll examine your current financial situation and determine your retirement needs.

three

Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

INSTANT DOWNLOAD

Have you been laid off or are worried you could be in the future?

While a layoff can be scary, it doesn’t have to mean the end of your financial well-being. In this 10-Step Layoff Survival Guide, you’ll discover simple and effective tactics to help protect your retirement future — both now and in the years ahead.

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    Put aside temporary concerns to focus on long-term stability

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    Calculate ways to best use your severance pay

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    Navigate the maximum amount of unemployment benefits

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NEED MORE INFO?

Attend a Webinar

Attend one of our webinars to learn more about retirement income strategies, wealth management and more.

Live Webinar: Tuesday, May 18th

Only 12% of women feel 'VERY CONFIDENT' in their ability to comfortably retire*

Attend this COMPLIMENTARY webinar and...

  • Learn why income planning for women is even more important than it is for men
  • Find out the common Social Security mistakes to avoid (and 4 things you should know before claiming benefits)
  • Identify the major financial issues the death of a spouse could cause if you are not prepared
  • Discover how you could increase your Social Security benefit by up to 132% (without working part-time)

Get to Know

theproactiveinvestor

It is our mission to help you build a financial and retirement income strategy that fits your lifestyle,

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Meet Our Founder

Justin Krebs

It’s our responsibility to assess your financial situation and only make recommendations that help you to achieve your goals, and we do so with integrity and transparency.

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The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.