Proactive Financial Solutions 360

Proactive Financial Solutions 360

Proactive Financial Solutions 360 was established in 2019 and operates from a single office in North Attleborough, Massachusetts. The registered investment advisor structures its practice around four integrated service lines: tax and accounting, financial planning, wealth management, and divorce financial planning. This packaging addresses the coordination gap that typically exists when a client's CPA, financial planner, and investment advisor operate in separate firms. The firm's strategy is rooted in retail wealth management and financial planning for individuals, high-net-worth clients, and businesses. Its service catalog spans personal and fiduciary tax return preparation, business tax and accounting, ongoing financial planning under a 'Financial Planning 360°' retainer, and dedicated divorce financial analysis. The wealth management offering is described generically, and the firm does not publicly disclose its investment philosophy, asset-class biases, or external manager relationships. No named portfolio holdings, funds, or co-investors are cited on its website. Team size, professional designations, and any assets under advisement are not published. The firm maintains no known adjacent vehicles — no philanthropic foundation, real-asset arm, or membership in peer networks is disclosed on its website. In September 2023, the firm's website listed its service packages with no indication of significant operational changes. What structurally differentiates Proactive Financial Solutions 360 is its explicit bundling of divorce financial planning alongside traditional wealth management and tax services — a niche adjacency that most generalist RIAs address only through external referral. The absence of a named principal or investment committee on the firm's public-facing materials makes its governance opaque relative to peer RIAs that publish team biographies and credentials.