275 NE Tohomish
PO Box 450
White Salmon, WA 98672
Phone: (509) 493-4372 

 

 

 

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.

 

Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

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