The Proactive Investor
Financial Service
Why pick this one
They utilize a four-step Proactive Retirement Process to create personalized financial strategies for their clients in Matthews, NC.
Best for
- individuals planning for retirement
- those seeking personalized financial strategies
- clients needing comprehensive wealth management services
Look elsewhere if
- looking for a one-size-fits-all financial approach
- individuals not interested in personalized service
Specialties
- retirement income strategies
- IRA legacy planning
- tax-efficient strategies
- long-term care strategies
Certifications
- Investment Adviser Representative in North Carolina
What makes them different
- personalized financial planning tailored to individual goals
- four-step Proactive Retirement Process
- quarterly check-ins for ongoing strategy adjustments
- independent advisory firm
- Serves
- Matthews
Distilled from this business's own website.
Contact & Location
- Address
- 325 Matthews-Mint Hill Rd, Matthews, NC 28105-0004
- Phone
- +17045570659
- Website
- http://proactivetotalwealth.com/
Services
- financial planning
- wealth management
- investment strategies
- insurance products