Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At theproactiveinvestor, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

The Proactive Retirement Process

01

The Proactive
Fit Visit

Make sure we are a good fit and understand your situation:

• Goals, current and future

• Concerns and interests

• Values and relationships

• Income and assets

• Legacy considerations

02

The Proactive
Strategy Visit

Assessment of the path you're currently on with Proactive solutions:

• Risk Analysis

• Cost Analysis

• Income Analysis

• Social Security Analysis

• Tax Analysis

• Long-term care/Health

03

The Proactive
Implementation

Implement details of your retirement plan:

• Income Plan

• Investment Plan

• Retirement Tax Plan

• Health Care/Medicare/LTC Plan

• Legacy Plan


Our firm is not affiliated with the U.S. government or any governmental agency. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

04

The Proactive
Tactical Visits

Modifications of the plan:

• Quarterly Updates

• Evolving goals

• Life changes

• Mid-course corrections

• Looking down the road

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial and retirement income strategy that fits your lifestyle, using the following services:

1-retirement-income

Retirement Income Strategies

wealth-management

Wealth Management

annuities

Annuities

investments

Investments

ira-401k-rollovers

IRA/401(k) Rollovers

asset-protection

Asset Protection Strategies

life-insurance

Life Insurance

tax-efficient

Tax-Efficient Strategies

long-term-care

Long-Term Care Strategies

ira-legacy

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.
The Proactive Investor is not affiliated with or endorsed by the U.S. Government or any governmental agency.

 

Ready to take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend an orientation.

Or give us a call at 814.418.4000.