Become a better company

Your business is unique. Your financial benefits should be too.

Drive your employee loyalty off the charts

Your business is personable, flexible, agile and – maybe most important of all – built around relationships. We believe your corporate benefits package should reflect that character, helping you stand out when recruiting and retaining your employee relationships.


Of employers are expanding financial wellbeing benefits beyond retirement plans. Are you?


of Millenials are more loyal to companies that care about their financial wellbeing


of Millenials are more likely to be attracted to another company that cares more about their financial wellbeing

Your Planning Partner

The overall health, financial goals, demographics, and vision you have for your company is unique. Your Corporate benefits package should be too. As your company grows and your needs change, count on us to deliver guidance and insight so your plans keep pace.


Retirement plans and 401(k) Plan Benchmarking

From custom plan design to investment management and selection, you’ll have the guidance, support, and education you need.

  • Fiduciary Services
  • Custom Retirement Plan Design
  • Investment Management & Selection
  • Employee Education
  • Retirement Plan Team
  • Customized Investment Policy Statement (IPS)
  • Full Plan Implementation & Transfer


Health Insurance from P3 Partners Wealth Management

Group Health Insurance

Build a foundation of growth and protection for you and your employees. Our comprehensive approach combines your long and short-term goals with market trends.

  • Health Insurance
  • Dental Insurance
  • Vision Care
  • Group Long Term Care Insurance
  • Disability Income Insurance
  • Group Life Insurance
  • Key Man Insurance
  • Buy-Sell Funding


Professional Employer Organization

Put a fully equipped HR and Compliance department to work for your company, giving you a competitive advantage.

  • Fortune 500 Benefits
  • Human Resources
  • Payroll
  • Compliance and Risk Management


p3wm Professional Employer Organization

Empowering Your Employees With Personalized Training

Retirement plans can be confusing. Health insurance options can feel complex. We help your company know the how’s, why’s, and which ones – not just the what and when. We deliver unbiased, customized advice and experienced counsel – one-on-one or in a group session. We don’t just enlist your team, we engage them.

Easy & Seamless Implementation and Transfer

It’s easy to get stuck in plans you’ve outgrown or that aren’t the right fit simply because the idea of making a change feels complicated. Relax. We’ll do all the heavy lifting, making new plan implementation and transfer seamless, easy, and hassle free. 

Your Proactive, Planning Parter Through The Next Phase of Your Life and Business

Like most business owners, your business is one of your most valuable assets and a significant part of your life. We’ll help you manage the sometimes difficult details and essential outcomes you need to move confidently from where you are to where you’re headed.

Executive Compensation

Hiring and training employees can time consuming and expensive. Depend on us to help you establish a compensation program that helps retain and incentivize your key employees.

Business Succession

When you’re ready, we’ll help you be ready. We’ll help you develop & establish an exit strategy, a succession plan, Buy/Sell agreements and more.

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