Financial Planning

Your Path to Getting There

Clearly defined strategies and a tailored approach to helping achieve your unique financial goals.

Investment Allocation

An Investment Policy Statement is developed to help meet your goals and objectives. It’s both a blueprint and a report card that summarizes risk tolerance, time horizon, asset allocation, investment selection, and rebalancing.

Retirement Planning

We help you prepare for the future, determine cash flow goals, decide if and when an income stream is needed from your portfolio and propose an efficient distribution strategy.

Tax Planning

Tax minimization strategies help preserve your future. ProActive Planning Partners will guide you in allocating your investments in the most tax efficient manner and help gather information to assist your CPA for annual tax preparation.

Estate Planning

Protecting your legacy is important to us. Proper legacy planning helps preserve the future of your finances and the decisions you’ve made for your money.

We’ll review legal documents such as a Last Will and Testament, Living Will, and Power of Attorney, and work with an estate attorney to ensure the documents are set up properly.

Insurance & Risk Management

Together we’ll determine if you are adequately protected for life’s unexpected events.

We’ll review your life, health, disability, long-term care, and property and casualty insurance needs, analyzing current policies and recommending changes or additional coverage if necessary

Education & Advisory Services

We take partnership with you to heart. We are here to listen to your needs, concerns, and financial goals to build a finanical plan that is unique in meeting your financial needs and goals.

Financial Planning Process

Building Blocks of Brilliance

Our Financial Plan Process helps effectively evaluate, design, and execute what’s needed to achieve your financial freedom.

Proactive Planning Partners Retirement Planning Model

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