John York - Financial Advisor in Lexington, KY | WiserAdvisor.com

Your choice of a Financial Advisor is one of the most important decisions you will make. Bad choices can have injurious consequences like stunted compounding from hidden costs, slow growth from bad strategy, and crippling losses due to poor risk management.  ProActive Advisors diligently works to navigate the complexities of change. Compare our money management practices and how they can improve your financial life.

ProActive Advisors

Lawrence York, Founder & Chief Investment Officer helps clients invest wisely to build their retirement income. Lawrence has 30 years experience in financial planning and money management. He began his career with Dean Witter Reynolds (now Morgan Stanley) and six years later acquired his own broker dealer serving as its President for 11 years. Lawrence also managed a specialty technology mutual fund for nine years and was recognized by Morningstar Associates as a Five Star Fund Manager (1999-2000). He started ProActive Advisors in 2008 to utilize his 360Portfolios methodology formulated and tested to combat market risk. Lawrence earned his BA in Pol. Sc. at Berea College and his MBA at UK Gatton College of Business & Economics.

John works closely with you on client development and does stock research for ProActive Advisors. He is here to help in guidance based on your custom financial goals and objectives.  John graduated from the University of Kentucky and studied finance and political science.  John is a big sports fan and enjoys spending time going to Kentucky football and basketball sporting events and spending time with his friends and family.

Money Management done properly empowers financial planning by producing successful outcomes.

ProActive Advisors acts as a fiduciary implementing financial plans with quality money management. This includes assessing your investment strengths and weaknesses and making decisions important to growing and protecting your money. Get the ProActive advantage to navigate business cycles and combat market risk no matter the market environment. Enjoy greater peace of mind knowing dedicated professional Advisors are diligently working for you.

Planning a successful retirement is about building and wisely spending income so you don't have a savings shortfall or run out of money during your lifetime.  To be successful, there are complexities to get right:  how much to save, what to invest in, which investment strategy to use, when to retire, how much to safely withdraw,  when to start taking Social Security, etc. And that's before considering healthcare, retirement plan conversions, and taxes. <br></br>

ProActive can help you sort out these questions and make smarter financial decisions. In Pre-Retirement Years, our focus is on building tax advantaged savings, and in the Post Retirement Years,  we focus on optimizing retirement spending in a tax efficient manner. If you have not yet looked at the details of what's best for you given the complexities of Social Security, Taxes, and Medicare, let us help. The process of making a Retirement Plan can be uplifting and will give you greater confidence and control.  Don't delay this until tomorrow. Talk with one of our financial professionals get started on making a smart plan you can count on.

ProActive Advisors

General Information

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures