Creating synergies within all areas of your financial life.
About Us
At Proactive Financial Solutions 360 (PFS 360), we’re more than just a team of financial planners – we’re your partners in building and protecting your wealth. We take a 360º view of each client’s financial world, considering the big picture to craft a personalized plan that brings your dreams to life while securing your future.
Imagine your finances working as hard for you as you do for them, freeing you to focus on what truly matters. Whether it’s that dream home, a peaceful retirement, or finally launching the business you’ve always wanted, we’re here to help make it happen.
Our mission is simple: we help individuals, families, and businesses accumulate, enjoy, and transition wealth.
At PFS 360, we don’t just provide tax, accounting, financial planning, or wealth management services. We deliver peace of mind, reducing financial anxiety by being a 360-degree partner committed to helping you achieve your goals and dreams. Too often, people find themselves reacting to financial events rather than feeling in control. Our proactive approach means you’ll be prepared for what’s next, ready to embrace opportunities with confidence.
And if your finances sometimes feel like a maze, you’re not alone. Many of our clients come to us feeling the same way. Whether you’re navigating major life changes like managing an estate, going through a divorce, or simply seeking more financial clarity, we’re here to guide you every step of the way. We believe in organization, accountability, objectivity, and proactivity, and we build our partnerships on empathy, kindness, and a sense of humor.
At PFS 360, it’s about more than just numbers – it’s about creating financial solutions that fit you, offering genuine support as you turn ambitions into reality. Let us help make your financial dreams a reality, with comfort, clarity, and peace of mind as part of the journey.
PILLARS OF SERVICE
Our integrated service offerings create synergies within all areas of your financial life; encompassing various aspects of personal financial planning, small business accounting, tax services, and wealth management. This enables us to be proactive in creating a total wealth management road-map that will help you maximize your financial health.
We offer comprehensive tax preparation for personal, business, and fiduciary clients, ensuring accurate filings and maximizing deductions. Our tax projection services help clients anticipate liabilities and plan effectively for future tax obligations.
Our accounting services include meticulous bookkeeping and financial reporting, tailored to support personal, business, and fiduciary financial management. We provide clear, organized financial insights that aid in compliance, planning, and informed decision-making.
We provide financial planning to help clients achieve their financial goals and secure their future. Our services include guidance on savings, investments, and planning for major life events, tailored to the needs of individuals, businesses, and fiduciaries.
Each client has unique financial goals, so we focus on creating a tailored financial plan and investment strategy. Our approach emphasizes strategic asset allocation to maximize diversification and manage risk, while adapting to evolving market conditions and personal circumstances.
We provide life transition planning to help clients navigate significant changes, such as retirement, career shifts, or family events. Our approach ensures that your financial strategy aligns with your evolving needs and goals during these pivotal moments.
Our divorce financial planning services assist clients in navigating the financial complexities of divorce. We provide guidance on asset division, budgeting, and future financial stability to ensure a clear path forward during this challenging transition.