Personal & Small Business Financial Services

  Financial Planning ● Tax ● Investments 

About Us


  PFS360 is a fee-only financial planning and wealth management firm specializing in helping individuals, families, and small business owners accumulate and preserve their wealth. We look at our client’s current financial situation from a 360º viewpoint and develop a comprehensive plan that defines future opportunities, risks, and methods to achieve goals. 

Read more



We offer an extensive menu of services that are geared towards your specific needs,  encompassing various aspects of personal financial planning, small business services, and investment management. This enables us to be proactive in creating a total wealth management roadmap that will help you in your wealth accumulation phase and retirement years.

Read more

Our Team


Our team is comprised of members who have the experience and credentials that foster an ability to guide our clients along their financial journey. We strive to continuously expand upon our knowledge and resources to ensure that we are prepared to service you no matter how much the world changes and as your personal goals evolve. 

Read more

Is your retirement plan on solid ground? Our intuitive planning software can help answer this!

Do you know how proactive planning can impact your net worth? Our software can show you!

Subscribe to Receive News & Insights

Contact Us

How can we help you?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

It is never too early 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.  We have offices in Portsmouth & Rumford, RI & are available to meet at other convenient locations. Also, our technology allows us to serve you remotely, no matter where you are.

Proactive Financial Solutions 360, LLC

(888) 773-7360


Monday through Friday 9:30am - 4pm in Portsmouth & by appointment.

Where to find us


1985 E. Main Road, #4, Portsmouth, RI 02871

1240 Pawtucket Avenue, #26, Rumford, RI 02916