I highly recommend Proactive Wealth Concepts. I've been a client of theirs for many years. Cody's and Kathie's knowledge and expertise have made a tremendous impact on my financial planning and outlook. Their approach is personal and always looking out for me and my family. You don't find that very often these days.
June 2023
I've been with Proactive for 10 years and I have never been disappointed. They have taken great care of my situation. Cody and Kathie are a great team and I am very happy to have them on my side.
June 2023
Cody and Kathie are a GREAT team. Together they have all the bases covered. Our money is in great hands. We feel very confident in their services and expertise. They are simply the BEST!
I highly recommend Proactive Wealth Concepts. I've been a client of theirs for many years. Cody's and Kathie's knowledge and expertise have made a tremendous impact on my financial planning and outlook. Their approach is personal and always looking out for me and my family. You don't find that very often these days.
I've been with Proactive for 10 years and I have never been disappointed. They have taken great care of my situation. Cody and Kathie are a great team and I am very happy to have them on my side.
Cody and Kathie are a GREAT team. Together they have all the bases covered. Our money is in great hands. We feel very confident in their services and expertise. They are simply the BEST!