Financial Planning * Tax Services * Wealth Management
About Us
Proactive Financial Solutions 360 (PFS 360) is a hybrid financial planning and accounting 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.
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.
