Products and Services

At Proactive Financial Management, we provide assistance in the following areas:

Services
L2products_pic1.jpg
  • 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
L2products_pic2.jpg
  • Strategic Portfolio Design
  • Tactical Asset Allocation
  • Active and Passive Portfolio Management
  • Relative Strength Analysis
  • Momentum and Trend Analysis
  • Growth and Value Style Diversification
  • Large Cap and Small Cap Equity Diversification

Investment Products
L2links_pic1.jpg
  • Individual Stocks 
  • Mutual Funds: Advisor Class or No Load 
  • Variable Annuities 
  • Individual Bonds: Government and Corporate 
  • Municipal (Tax-Free) Bonds 
  • Variable and Fixed Life Insurances 
  • Term and Cash Value Life Insurances 
  • UITS 
  • Tax Credits 
  • Income Investments: Money Market, CD, etc.