PROACTIVE ADVISORS

ProActive Advisors, LLC is a Registered Investment Advisor providing wealth advisory services which primarily consist of financial & tax planning and investment management services. We do not provide accounting, tax, or legal services, although we collaborate with other professional advisors for better after-tax outcomes... ProActive Advisors is a Fiduciary Advisory firm helping clients grow and protect their wealth with sound financial advice and guidance. Our clients are individuals, families, small business owners, and private trusts. We take a solution-oriented approach providing family financial planning, retirement planning, investment management, estate and tax planning services... Business owners and high net worth individuals often pay large tax bills because most accountants and tax preparers are focused on routine tasks. ProActive Advisors' approach aims to provide added value by thoroughly reviewing your financial situation to identify potential opportunities for tax..

Also known as: ProActive Advisors, LLC

Primary location: Lexington United States