Retirement Planners in Topeka, KS
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.
Investment & Retirement Solutions That Work For You
At ProActive Capital Management (PCM), we understand that your financial goals are as unique as you are. That’s why our services are tailored to meet the needs of individuals and families seeking professional financial guidance. As trusted retirement planners in Topeka, KS, we focus on building long-term relationships by delivering strategies that grow and protect your wealth.
We take the time to understand your financial history, current obligations and long-term aspirations, creating a comprehensive plan that aligns with your lifestyle and retirement objectives. Whether you’re just beginning your career, approaching retirement, or already retired, our team can help you prepare for every stage of life.
As a leading investment advisor in Topeka, KS, PCM prioritises transparency, responsiveness and ongoing education. We ensure you’re never left guessing about your financial future—each decision is backed by data, insight and experience. Our goal is to turn uncertainty into confidence with investment strategies that reflect your values and objectives.
Retirement Planning & Wealth Preservation
Planning for retirement doesn’t have to be stressful or confusing. Our team of retirement planners in Topeka, KS takes a proactive approach to help you secure the retirement lifestyle you envision. Whether you plan to travel the world, move closer to family or simply enjoy the freedom to choose your daily routine, we help you get there with clarity and control.
Our retirement planning services include Social Security optimisation, pension analysis, distribution strategies and tax-efficient withdrawal plans. We also provide guidance on required minimum distributions (RMDs) and how to integrate retirement accounts with estate planning efforts.
Unlike generic financial advice, we tailor every recommendation to your income needs, tax situation and legacy goals. If you're searching for knowledgeable retirement planners in Topeka, KS who listen first and advise second, PCM is your ideal partner.
Strategic Investment Advisory Services
Smart investing isn’t about chasing trends—it’s about creating a well-balanced portfolio that adapts to market changes while staying focused on your goals. As your dedicated investment advisor in Topeka, KS, we evaluate every angle of your financial profile before crafting a diversified investment strategy.
We consider your time horizon, tax implications, liquidity needs and risk tolerance to create a customised investment plan. Our approach spans stocks, bonds, ETFs, mutual funds and alternative investment options. We also provide continuous performance tracking and rebalancing to help you stay on target, no matter how the markets shift.
When you work with an investment advisor in Topeka, KS from PCM, you gain more than portfolio management—you gain a long-term advocate for your financial wellbeing.
Education Planning & Generational Wealth
Investing in your child’s education is a meaningful way to build a lasting legacy. PCM helps families plan for future academic costs through tax-advantaged vehicles such as 529 plans and education savings accounts. We guide you through contribution limits, investment options and the implications of financial aid.
Whether you’re saving for private school, university tuition or advanced degrees, we help you build a strategy that aligns with your family’s values. Education planning can also be integrated into your overall estate plan to ensure long-term support for your loved ones.
As both retirement planners in Topeka, KS and multi-generational advisors, we support wealth transfer strategies that prioritise your financial legacy while minimising tax burdens for your beneficiaries.
Integrated Advisory Services & Ongoing Support
Our work doesn’t stop after the first financial plan is delivered. As your goals evolve, so should your financial strategy. That’s why PCM provides ongoing support and account reviews. Regular meetings, timely communication and responsive service ensure your financial plan stays aligned with your current needs.
Our licensed team coordinates with your CPA, attorney or insurance agent when necessary, making us a true extension of your financial network. With our experienced investment advisor in Topeka, KS by your side, you benefit from seamless collaboration and consistent advice.
From retirement distributions to business transitions and everything in between, our goal is to keep you well-informed and fully prepared—no matter what life brings.
Why Choose PCM?
At PCM, we’re more than just retirement planners in Topeka, KS—we’re financial partners who truly care about your success. Our clients appreciate our integrity, transparency and commitment to personalised service. We don’t believe in cookie-cutter solutions; we believe in helping you build a financial strategy that fits your life, not someone else’s.
Whether you’re starting your investment journey or preparing to retire, working with a seasoned investment advisor in Topeka, KS can give you the peace of mind you deserve. We offer independent advice, fee-based planning and a fiduciary commitment to act in your best interest—always.
Join hundreds of clients who trust PCM with their financial future. Let’s work together to create a plan that grows with you.
Get Started With A Free Consultation
If you’re ready to take control of your financial future, schedule a free consultation with PCM. You’ll meet directly with a licensed investment advisor in Topeka, KS who will listen to your goals, review your current strategy and offer actionable insights. This is a no-pressure opportunity to explore how our approach can benefit you—today and in the years to come.
Make the most of what you’ve worked hard to build. Contact us now to connect with experienced retirement planners in Topeka, KS and start your journey to financial security and peace of mind.
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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!
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?