About Proactive capital management, inc.
Proactive Capital Management, Inc. is a registered investment advisor that provides wealth management and fee-only financial planning services to its clients. With a focus on retirement plans, including IRA, Roth, Simple IRA, SEP IRA, 401k, 403b, 457 and pension rollovers as well as investments in stocks, bonds and exchange traded funds (ETFs), Proactive Capital Management offers comprehensive financial advice to help clients achieve their long-term goals.
At Proactive Capital Management Inc., we understand that every client has unique needs when it comes to managing their finances. That's why we work closely with our clients to provide them with easy-to-understand recommendations tailored specifically for their individual circumstances. Our team of experienced professionals is dedicated to helping you implement these recommendations every step of the way.
Our wealth management services are designed to help you build and preserve your wealth over time. We take a holistic approach that considers all aspects of your financial situation including your income sources, expenses and assets. By working with us at Proactive Capital Management Inc., you can be confident that your investments are being managed in a way that aligns with your long-term goals.
As a fee-only financial planner firm we do not receive commissions or other incentives for recommending specific products or services which means our advice is always unbiased and objective. This allows us to focus solely on what's best for our clients without any conflicts of interest.
We also offer retirement planning services which include helping you choose the right type of retirement account such as an IRA or Roth IRA based on your individual needs and goals. We can also assist with setting up employer-sponsored plans like Simple IRAs or SEP IRAs if applicable.
In addition to retirement planning services we offer investment advice across various asset classes including stocks bonds ETFs mutual funds KPERS State of Kansas annuity etc.. Our team has extensive experience in analyzing market trends identifying opportunities for growth while minimizing risk exposure so you can be confident that your investments are being managed in a way that aligns with your long-term goals.
At Proactive Capital Management Inc., we believe that financial planning is an ongoing process. We work closely with our clients to monitor their progress and make adjustments as needed to ensure they stay on track towards achieving their financial goals. Our team is always available to answer any questions you may have and provide guidance whenever you need it.
In conclusion, if you're looking for a registered investment advisor who can help you achieve your long-term financial goals, look no further than Proactive Capital Management Inc. With our wealth management services, retirement planning expertise and investment advice across various asset classes including stocks bonds ETFs mutual funds KPERS State of Kansas annuity etc.. we have the knowledge and experience necessary to help you succeed. Contact us today to schedule a consultation!