A complete list of active advisors currently associated with Proactive Financial Solutions 360, LLC

Warmer can help you find a great advisor at Proactive Financial Solutions 360, LLC or one who fits your needs even better.

Proactive Financial Solutions 360 provides discretionary asset management, financial planning, one‑time consulting and ERISA retirement‑plan advisory services to individuals and businesses. The firm also offers education and plan monitoring as a limited‑scope ERISA 3(21) fiduciary and delivers written account statements through custodians. Investment programs are tailored to each client’s goals, time horizon and risk tolerance, with the firm using fundamental, technical, charting and cyclical analysis and performing quarterly reviews for rebalancing and tax‑loss harvesting. The firm may hire sub‑advisors to manage all or portions of client assets and includes comprehensive financial planning for clients with $250,000 or more in managed assets. A principal of the firm concurrently operates an accounting and tax‑preparation practice and spends roughly half of his time on that business; the brochure discloses this affiliation and frames it as a potential conflict of interest while noting clients are under no obligation to use those services. The firm also does not vote client proxies, may use outside sub‑advisors (with an additional sub‑advisor fee disclosed), and operates with a small advisory team, a combination that sets its integrated tax/accounting and advisory model apart from many peers.

To learn more about the advisors currently working at Proactive Financial Solutions 360, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.