Risk Management

Planning, Protecting, Providing

Protecting you and you family, your business, and the things that matter most to you.


Even substantial assets can be wiped out quickly. Our strategies can prepare for the unexpected:

  • A medical emergency causing an early death

  • A long-term illness that threatens a lifetime of savings

  • An injury or accident that makes returning to work impossible


You’ve worked hard to build the life you have and dream of. We can help you make smart decisions about investments, insurance, and more. Keep your wealth working.


Imagining sudden changes or loss of income and insulating you or your family from the impact is part of the role we play. We’ll help you with financial planning that:


  • Provides a financial safety net for your family

  • Offsets the costs of ongoing care

  • Protects your income in case of illness or injury

Life Insurance

Life Insurance is the foundation of any comprehensive financial plan, protecting your family’s well-being and overall way of life in the event of premature death. Plus, some permanent life insurance policies build cash value, making it an excellent fit for the conservative portion of your overall financial plan.

Long Term Care Insurance

Long Term Care helps offset the cost of nursing home or in-home care should you become unable to perform certain “activities of daily living”.

Disability Income Insurance

Disability Income Insurance helps provide income protection should an accident, sickness or injury prevent you from working at your regular occupation.

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

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(347) 537-6001