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Our Mission

As an independent firm, our mission is twofold:  

1 — to help 401(k), 403(b), and 457 investors navigate the confusing choices in their retirement plan, and provide education regarding professional portfolio management options they are unaware of; and 

2 — to create a straightforward path toward and through retirement for individuals and their families so they may sustain their high quality of life without fear of running out of money.

An investment in knowledge pays the best interest. --Benjamin Franklin

Specialized Retirement Plan Guidance

We assist high net-worth individuals in navigating their SDBA retirement account plan options. Through education, insight, and a depth of professional expertise, ProActive401k is a team of financial advisors that South Florida residents can depend on.

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Meeting Your Needs is Our Goal

Corporate retirement plans may be our speciality, but our passion and commitment toward client success extends well beyond this area of expertise. We’re proud to offer comprehensive bespoke financial planning services to individuals and families who require assistance outside of retirement plan guidance.

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Financial Planning is about more than just good advice or investment returns. It’s about providing guidance that you can trust.


Are You Ready?

Your level of success was not achieved by luck. Persistence, hard work, sacrifice, and your desire for the best possible life is what led you to this point. Your future potential is limitless. Your current situation temporary. ProActive401k is here to guide you further down the path of wealth, prosperity, and good fortune. Your wealth potential knows no limits; and neither do we. Let’s push the envelope together.

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