Financial PlanningYour Path to Getting There
Clearly defined strategies and a tailored approach to helping achieve your unique financial goals.
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.
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 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.
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 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