Creating synergies within all areas of your financial life
Financial Planning * Tax Planning * Wealth Management
Proactive Financial Solutions 360 (PFS 360) is a financial planning and wealth management firm specializing in providing 360 degrees of financial services that help our clients maximize their wealth while living their ideal life at the same time. You dream of it; we help you make it a reality.
PFS 360 invites you to shoot for the stars! Whether you're looking to buy that dream home you've always wanted, or start your own business doing what you love, we can help you navigate the path. Perhaps year after year, you've promised yourself that dream vacation in Tahiti but can't seem to free yourself from the financial rollercoaster. Maybe you feel stuck in a hamster wheel, going round-n-round and it is stopping you from spending more time with loved ones. PFS 360 is here to help you.
We often hear prospective clients say, "When it comes to my financial situation, I feel lost in a maze." Can you identify with that? We hear this far too often in our line of work, and that is what we seek to change. Financial anxiety is a common phenomenon, and we strive to reduce the level of it. Whether you are a business owner, executor/executrix of an estate, or going through a divorce, let PFS 360 guide you through the maze.
We’ll help you gain control of your financial life by assisting you in keeping your financial picture tidy. Whether it’s financial planning at a high level; personal tax, small business tax and accounting, estate planning, etc., or at the detailed level of household cash flow, we are here for you.
We’ll assist you with meeting your financial responsibilities by working with you to focus on your objectives, show you the actions you should take, and routinely analyze your advancement towards accomplishing them. Staying disciplined is a big part in being ready for opportunity when it arises.
We bring knowledge from an unbiased perspective to help you avoid making poor decisions in significant financial matters. Many times, emotions get in the way of sound decisions. We pride ourselves on understanding the human condition. Our goal is to travel the journey with you, and provide an objective mindset when needed.
We’ll help you forecast your life transitions and help to capitalize on all opportunities that go hand-in-hand with these changes, no matter how big or small. We are routinely analyzing these aspects in your life that effect finances, then we create actionable plans to address and oversee necessary actions, early-on.
We’ll thoroughly look over your circumstances, then provide you with the appropriate resources and knowledge to assist you in your decisions. We will discuss the risks and opportunities connected with each choice along the way, as we move closer towards your goals.
Our mission is to help you achieve everything you want in life. We spend time getting to know you in order to gain a clear understanding of your personal beliefs, values, and aspirations. We don’t just work for you; we work with you.
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.
The time is now to get started on your financial and investment planning. Tell us more about your goals, and we will get you started on a plan to achieve them. Our main office is located in North Attleboro, MA. We also have a secondary location in Rehoboth, MA close to the Attleboro line and near the Rhode Island border. Meeting at other convenient locations is also available. Also, our technology allows us to serve you remotely, no matter where you are.
8:30 am - 5:00 pm
500 E. Washington St. North Attleboro, Massachusetts 02760, United States