We are keenly aware of the obstacles that Americans face in achieving their financial dreams and are determined to help them overcome them.
We make the complicated understandable
We have developed and refined a process that addresses every aspect of a client’s financial life
We commit to being transparent
When you work with PWS you are working with a team that is passionate about making your life easy. We will create a roadmap tailored to your specific needs and walk you through it one step at a time.
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How can we make your life easier?
Cindy is a Co-Founder of Proactive Wealth Strategies, LLC. She is an Investment Advisor Representative and Registered Representative with...
Craig is a Co-Founder of Proactive Wealth Strategies, LLC. He has been practicing financial planning for more than 25 years and...
Clint Farabaugh is a Certified Financial Planner (CFP®) and an Investment Advisor and Registered Representative with LPL Financial...
Akbar Kassam is an LPL Financial Adviser at Proactive Wealth Strategies, LLC, a Financial and Estate Planning Firm that is...
Megan Patton joined Proactive Wealth Strategies in 2015 as an Administrative Associate. Her responsibilities include overseeing office...
Sheri Fortenberry joined Proactive Wealth Strategies January 2020 as an Administrative Associate. Her responsibilities...
We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.
However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help:
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy.
How to Avoid Retirement Woes
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