Proactive Financial Solutions 360, LLC

Creating synergies within all areas of your financial life.

Accountant in North Attleborough, MA (show on map)

5.0

★★★★★

12 reviews

Proactive Financial Solutions 360, LLC offers integrated financial planning, tax, accounting, wealth management, and life transition services to help clients achieve financial peace of mind and secure their future.

Call (508) 316-9360

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About

Proactive Financial Solutions 360, LLC (PFS 360) is a full-service financial firm offering integrated tax, accounting, financial planning, wealth management, and life transition services. Specializing in creating a total wealth management roadmap, PFS 360 helps clients maximize financial health through organization, accountability, objectivity, and proactivity.

Services include comprehensive tax preparation, meticulous bookkeeping, strategic financial planning, tailored investment strategies, life transition planning, and divorce financial planning. The firm is committed to guiding clients through major life changes with empathy, kindness, and a sense of humor, ensuring financial clarity and peace of mind.

Integrated service offerings creating synergies within all areas of financial life

Comprehensive tax, accounting, financial planning, wealth management, and life transition services

Personalized approach with empathy, kindness, and a sense of humor

Focus on organization, accountability, objectivity, and proactivity

Tailored financial plans and investment strategies

Services

Tax Services

Comprehensive tax preparation for personal, business, and fiduciary clients, including accurate filings and maximizing deductions. Tax projection services help anticipate liabilities and plan effectively for future tax obligations.

Personal tax preparation Business tax preparation Fiduciary tax services Tax projections Maximizing deductions

Accounting Services

Meticulous bookkeeping and financial reporting tailored to support personal, business, and fiduciary financial management. Provides clear, organized financial insights for compliance, planning, and informed decision-making.

Bookkeeping Financial reporting Compliance support Planning assistance Decision-making insights

Financial Planning

Guidance on savings, investments, and planning for major life events, tailored to the needs of individuals, businesses, and fiduciaries.

Personalized planning Savings strategies Investment guidance Major life event planning Goal alignment

Wealth Management

Tailored financial plan and investment strategy focusing on strategic asset allocation to maximize diversification and manage risk, adapting to evolving market conditions and personal circumstances.

Personalized investment strategy Strategic asset allocation Risk management Market adaptation Ongoing monitoring

Life Transition Planning

Helps clients navigate significant changes such as retirement, career shifts, or family events, ensuring the financial strategy aligns with evolving needs and goals during pivotal moments.

Retirement planning Career transition support Family event guidance Financial strategy alignment Pivotal moment navigation

Divorce Financial Planning

Assists clients in navigating the financial complexities of divorce, providing guidance on asset division, budgeting, and future financial stability to ensure a clear path forward during this challenging transition.

Asset division guidance Budgeting support Future financial stability planning Comprehensive financial analysis Clear path forward