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About Us

At ProActive401k, we specialize in providing asset allocation and risk management advice and solutions for 401(k) and 403(b) investors inside their existing plan structure. With no asset transfer or rollover fees, our goal is to make retirement income planning affordable, accessible, and effective for the individuals we serve. In addition to our specialized focus in the world of corporate retirement plans, we provide financial advisory solutions through our broker/dealer, Lincoln Financial Advisors. Our team works closely with high net-worth individuals and families in areas of holistic financial planning, retirement income planning, estate planning, and asset management programs.

Our Mission

As independent advisors, our mission is twofold: 1 — to help 401(k) and 403(b) investors navigate the confusing choices in their retirement plan, and provide education regarding professional portfolio management options they are unaware of; and 2 — 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.

ProActive401k will:

ProActive401k will:

  1. Help determine your appropriate level of risk
  2. Provide access to institutional asset managers with decades of experience
  3. Properly diversify your holdings and effectively manage risk
  4. Partner with you through life’s ups and downs as a behavioral financial coach

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