Totalplan Inc. Competitors

ProActive Advisors, LLC is a boutique money management and advisory firm located in Lexington, Kentucky. We manage fixed income and equity accounts, including balanced accounts that utilize a proprietary investment methodology developed by our founder, a Morningstar-recognized “FIVE STAR” fund manager. Clients engage our services directly, which allows them to avoid intermediary fees while still receiving personalized attention from a fiduciary who is dedicated to managing their investments proactively.

At Catalyst, our Network is our business. Helping companies succeed takes expert advice, demand and validation & most importantly, the ability to bridge industry relationships. With an always-expanding Network of transparent Fellows, Catalyst accelerates growth for a select group of technology companies. Providing the ability to shorten burn rates, expedite decisions & gain mission critical intelligence from elite executives in real markets. The Catalyst Fellow Network is comprised of 500+ Catalyst Fellows (c-level officers) form the Global 1000 corporations and venture capital partners. Each Fellow resides within select markets of desire and provides a human centric value proposition preconditioned to assist and applied as actionable relationships outside company lines and across markets. The relationship with a specific Catalyst company scales according to the Fellows specific desires, abilities and time commitments. Potential outcomes of engagement include early technology awareness, competitive data, advisory roles, board seats, equity, customer or partner relationships, and/ or networking with other Fellows, your industry counterparts. Catalyst is constantly filtering companies introduced by VC partners, BOD members and Executive teams to select those private and public companies with truly insurgent technologies. The Catalyst portfolio selection process involves a litmus test performed by real market experts therefore our Fellows can trust the technologies we bring address real market needs and solve real market problems.

Synergy is an independent financial planning firm that assists families on all aspects of the "To and Through Retirement Journey." We believe it is incredibly important that families are educated and the goal is always to explore multiple solutions so that the entire family can make a purposeful and intentional decisions. Our experience stems from training other financial planners and insurance agents. We don’t act as an island, we act as a team. We consistently travel to meet with top advisors, we belong to associations, we maintain meticulous data, we hire staff to help communicate with you, we work side by side with other trusted advisors such as CPAs and Attorneys, we believe in C.A.N.I.- Constant And Never-Ending Improvement. PLUS, we are independent meaning we can offer any solution that makes sense. We pour every ounce of effort we have into developing, implementing, and monitoring investment and retirement strategies that will help our clients meet their financial and lifestyle goals. We believe in thinking "outside the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. It”s a rarity that you find both aspects of our involvement with the cutting edge and other advisors and an independent nature. Our combination of licenses, registrations, and special education qualify us to work with all types of investments and retirement strategies. There is virtually no investment vehicle we cannot utilize if the circumstances call for it - simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. In addition, we offer our clients a variety of valuable services including: Comprehensive Financial Lifestyle Planning Legacy, Estate, and Philanthropy Planning Tax Minimization Strategies Risk Management and Asset Protection Enhanced Portfolio Reporting Frequent Communication and Education