Proactive Financial Solutions 360, LLC

Overview

Proactive Financial Solutions 360, LLC is an independent, owner-operated RIA structured as an LLC that serves individual and family clients. The firm bills on a percentage-of-AUM basis and combines accounting expertise with advisory services — offering financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. The firm describes itself as a capital allocator, employing outside managers and third‑party funds as part of its implementation toolkit. It does not position itself as an ESG-focused investor.

Assets & Accounts

Investments & Alternatives

Location & Offices