Our Financial Services

Topeka, KS

Personalized Wealth Management

Fee-Only Financial Planning and Investment Services

Regular Client Meetings and Reviews

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Comprehensive Financial Services for Your Future

At ProActive Capital Management, we offer a wide range of investment and financial services designed to secure your financial future. Our experienced team serves Topeka with personalized solutions tailored to your unique needs. Whether you're planning for retirement, saving for college, or looking to optimize your investment portfolio, we're here to guide you every step of the way.


Our services include:


  • Financial planning
  • Wealth management of retirement and non-retirement accounts
  • Company retirement plan advisory services (401(k)/403(b))
  • 529 plans and college savings plans


Don't leave your financial future to chance. Reach out to PCM today to start building a solid foundation for tomorrow.


Expert Guidance for Your Financial Journey

Navigating the complex world of finance can be overwhelming. That's why PCM offers comprehensive professional services to help you make informed decisions. Our team of Certified Financial Planners (CFP) and Retirement Income Certified Professionals (RICP) provides:


  • Full-service financial planning
  • Estate planning assistance
  • CPA and legal referrals
  • Life and long-term care insurance guidance
  • Social Security optimization
  • Retirement income planning


Let PCM be your partner in achieving your financial goals. Contact us to learn how we can help you create a robust financial strategy.


Personalized Attention for Your Financial Success

At PCM, we believe in building lasting relationships with our clients. Our approach to financial services is centered on your unique needs and goals. With 8 years of experience and 7 years in business, we offer:


  • Regular client meetings
  • Personalized account management
  • Comprehensive wealth management
  • Tailored investment advisory services
  • Expert retirement planning


Experience the difference personalized financial guidance can make. Reach out to PCM and let us help you achieve your financial aspirations.


Take the First Step Towards Financial Clarity

Understanding your financial risk tolerance is crucial for developing an effective investment strategy. PCM offers a free risk analysis to help you gain insights into your financial profile. This valuable tool can serve as the foundation for a comprehensive financial plan tailored to your needs and goals. Don't leave your financial future to chance – take advantage of this opportunity to align your investments with your risk tolerance and objectives. Request your consultation today.

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We Provide Ongoing Client Meetings

Keeping your finances in order is a lifelong necessity. We meet with each of our clients periodically to ensure long-term financial health.

Call Us To Maintain Financial Success!

(785) 215-8080

Wealth is Complex. We Manage the Details to Simplify Your Life.

We offer a broad range of portfolio management and financial planning solutions customized for your specific needs, goals and life stage. We apply a clear, well-defined and objective process. Below is a cross-section of wealth management issues that our clients commonly encounter.

  • Key Portfolio Management Factors

    • What is the current risk level of our total investment portfolio?
    • Does our current portfolio meet our lifestyle needs? How might we reposition our investments to meet our lifestyle objectives?
    • What is our net annual return in dollars and on a percentage basis?
    • How much are we paying annually for investment advice?
    • How tax-efficient is our investment portfolio?

  • Planning for Retirement

    • How soon can we afford to downsize our careers or elect to fully retire and reasonably be expected to maintain our standard of living throughout our retirement years?
    • Now that we are finally reaching our retirement years, how should we modify our investment plan to provide more stability and higher income at the expense of higher growth and volatility.
    • What assumptions are prudent to make about inflation, rate of return on investments, longevity?

  • Financial Management During Retirement

    • How much can we draw annually from our investment portfolio to supplement other sources of retirement income, while still making sure that our portfolio value keeps up with inflation?
    • What are the optimal choices to make for required minimum distributions from our retirement accounts prior to reaching age 73?
    • What investments should I spend first in retirement – taxable or tax-deferred retirement assets?
    • Should we consider long-term care insurance? What are the key factors to consider?
    • My spouse is not knowledgeable about (or perhaps not interested in) financial matters. Who can my spouse turn to for assistance if I am no longer available to handle our affairs?