Financial freedom is the ability to choose how you live your life. We can help you achieve it.

With you. Wherever you’re heading.

Every individual and business is unique, which is why we work with you to understand your priorities and customize to your needs and goals. At ProActive Planning Partners, our role is to be your trusted advisor who you turn to for financial advice, counseling and education.

Building the path to financial well-being.

We’re your partner for customized wealth management and financial planning services for all phases of life.

ProActive as circumstances in life change

Navigating your financial path means knowing the right turns to take, and when. Our expert guidance sees you from where you are to where you want to go.

Planning for financial success and security

You’re building a livelihood and a legacy. Let’s create a plan that does more for you now and prepares for the future.

Partners in achieving and managing wealth

Imagine having a guide through life’s journey. Resources, wisdom and experience to help make smart decisions, avoid pitfalls and manage the unexpected for whichever phase of life you’re in or are headed towards.

Which path are you on?

INDIVIDUAL & FAMILY ADVISORY SERVICES

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Financial Planning

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Asset Management

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Risk Management

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ProActive Shares

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CORPORATE ADVISORY SERVICES

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Financial Planning

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Retirement Plans

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PEO

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Group Health Insurance

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Experience Meets Excellence

ProActive Planning Partners is an independent Investment Advisory firm committed to your well-being. We help you achieve your unique goals through a comprehensive, holistic planning approach to achieve short and long-term financial success and security.

ProActive Planning Partners is an independent Investment Advisory firm in New York committed to your well-being. We provide customized wealth management and financial planning services for clients in all phases of life.

© ProActive Planning Partners. Advisory Services offered through Fortitude Advisory Group, LLC

Get Started

(347) 537-6001

info@p3wm.com