Retirement Tax Advisory Group

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Website
114 Dennis Dr
Lexington, KY 40503
+1 (859) 233-1083
http://yellowpages.com

Proactive Wealth Management, located in Lexington, KY, specializes in helping individuals and families achieve their financial goals while managing risk and seizing opportunities. The firm begins by assessing clients' financial objectives and implements tailored plans, providing ongoing monitoring and updates to ensure progress towards their goals.

As a Registered Investment Adviser, Proactive Wealth Management offers comprehensive financial advising or focused expertise in specific areas. The team is dedicated to delivering consistent professional advice, actively monitoring market conditions, and providing strategic adjustments to clients' portfolios based on changes in tax laws and investment opportunities.

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United States›Kentucky›Lexington›Retirement Tax Advisory Group

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