Financial Planning * Tax Services * Wealth Management
We help
We help individuals, families, and businesses accumulate, enjoy, and transition wealth
We help
We help individuals, families, and businesses accumulate, enjoy, and transition wealth
About Us
Proactive Financial Solutions 360 (PFS 360), is a financial planning and accounting firm specializing in helping individuals, families, and businesses accumulate, enjoy, and transition their wealth. PFS 360, managed by Christopher Gauthier; a Certified Public Accountant, Certified Financial Planner ® , Certified Divorce Financial Analyst®, and Certified Investment Management Analyst®, is in a unique position to tackle your financial goals from all angles. 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.
Services
Our concierge service offerings create synergies within all areas of your financial life. A la carte services often times cause areas of your financial picture to be overlooked, thus causing opportunity to be left on the table. The PFS 360 method is unique as we act as your "Personal CFO" through our extensive menu of services that are geared towards your specific needs; encompassing various aspects of personal financial planning, small business tax services, and wealth management. This enables us to be proactive in creating a total wealth management road-map that will help you in your wealth accumulation phase and retirement years.