Products and Services
At Proactive Financial Management, we provide assistance in the following areas:
Services
- Personal Financial Planning
- Retirement Planning
- Investment Planning and Management
- Estate Tax Planning and Wealth Transfer
- Education Funding
- Income Tax Reduction Strategies
- Fee-Based or Commission-Based Compensation
- Corporate Retirement Plans and Executive Benefit Designs
Portfolio Management
- Strategic Portfolio Design
- Tactical Asset Allocation
- Active and Passive Portfolio Management
- Alternative Investments
- Endowment Style Asset Management
- Relative Strength Analysis
- Momentum and Trend Analysis
- Efficient Frontier Strategies
- Growth and Value Style Diversification
- Large Cap and Small Cap Equity Diversification
Investment Products
- Individual Stocks
- Mutual Funds: Advisor Class or No Load
- Exchange Traded Funds "ETF's"
- Real Estate Investment Trusts
- Variable Annuities
- Individual Bonds: Government and Corporate
- Municipal (Tax-Free) Bonds
- Variable and Fixed Life Insurances
- Term and Cash Value Life Insurances
- UITS
- Health Insurance
- Income Investments: Money Market, CD, etc.
