Proactive Financial Management was founded with the goal of assisting our clients in every aspect of their financial lives by providing Realtime Financial Solutions. We offer the most comprehensive and personal service available, thus earning a reputation for excellence in our community. For every individual client we strive to create financial stability and security to provide financial independence and confidence.
Our staff consists of experienced professionals with a wholistic, "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how best to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company philosophy is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your investment strategies and future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an e-mail or give us a call at 509 493 - 4372.