Pro.Act logo office 805.484.1011
fax 805.484.0420
available on/off site by appointment
plato@sagepointadvisor.com
on LinkedIn

Why Pro.Act?

Financial Services

  • Compassionate, eco-friendly investments
  • Technical analysis
  • Active portfolio management
  • Risk management
  • Retirement
  • Financial planning

Practical Solutions

  • 17 years of confidential fiduciary responsibility
  • Tailored to unique solutions
  • Using open dialogue
  • Clear answers

Financial Planning

  • For individuals and businesses
  • Life event changes
  • Tax solutions
  • Retirement planning
  • Special needs
  • Asset growth, protection, & distribution
  • Legacy planning

Tailored Portfolios

  • Diverse allocations
  • Data mining “diamonds in the rough” amongst stocks, bonds & alternatives

Active Money Management

  • Actively seeking positive opportunities
  • Striving to reduce losses & increase gains

 

 

Supporting actively responsible organizations:
  • Compassionate
  • Conscientious
  • Eco-friendly
  • Socially responsible
  • Reducing our global footprint
  • Pursuing a healthier planet