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NAVIGATE YOUR WATERS

Simplify your financial life. Focus on your passions.  Be confident in your
future.  

Start Here




NAVIGATE YOUR WATERS

Simplify your financial life. Focus on your passions.  Be confident in your
future.  

Start Here




NAVIGATE YOUR WATERS

Simplify your financial life. Focus on your passions.  Be confident in your
future.  

Start Here




NAVIGATE YOUR WATERS

Simplify your financial life. Focus on your passions.  Be confident in your
future.  

Start Here




NAVIGATE YOUR WATERS

Simplify your financial life. Focus on your passions.  Be confident in your
future.  

Start Here


WHY PROEAST ASSET MANAGEMENT?


OUR PROCESS

Strategies that are tailor to your needs and goals, not ours


OUR HISTORY

Years of experience have prepared us to guide you through life’s transitions


OUR VALUES

Trust, Honesty, Integrity. Values matter: we live by these every day


INDEPENDENT

No ties to any particular investment product. We advise based on your needs not
ours


TRANSPARENT

The bottom line is important. You’ll understand fee structures and all relevant
account information


COMPREHENSIVE

We utilize a select network of legal, accounting, insurance, and other
professionals to ensure all your needs are met


OUR SERVICES

 * Financial Planning
   
   
   
   
   OUR PLANNING PROCESS
   
   Learn More
   
   
   ONGOING FINANCIAL GUIDANCE
   
   
   YOUR LIFE. YOUR PLAN.
   
   We believe that financial planning is not a one-and-done endeavor. Your life
   is constantly evolving, and your plan should have the ability to reflect
   that. That’s why we take a proactive financial planning approach with all our
   clients.
   
   Whether you are dealing with a sudden windfall of money, a death in the
   family, or simply entering a new phase of your life, our financial planning
   process allows us to be dynamic in our approach. As a result, it’s important
   to our firm to make sure that we are consistently meeting with our clients to
   get ahead of those changes. That way, you’re prepared for whatever life
   throws at you.

 * Employer Sponsored Plans
   
   
   
   
   OUR PROCESS FOR EMPLOYERS
   
   Learn More
   
   
   RETIREMENT PLANS BY DESIGN
   
   
   YOUR COMPANY. YOUR PLAN.
   
   Attract and retain employees? Beneficial approach to educate employees?
   Maximize contributions to grow your personal retirement nest egg? Following
   government mandates? All of these are valid approaches when establishing a
   retirement plan for your Company! Is only one the right approach for you? Is
   it a combination of more than one of these ideas?
   
   You need a consultative approach to design the right Plan for your Company
   and your needs. You need questions and concerns addressed at the outset. Who
   deals with employees? Who answers their questions - and mine? How do I handle
   the “F” word - Fiduciary? What are my responsibilities in that area? We are
   your partner - not just at the beginning of the process, but throughout!


FINANCIAL PLANNING


OUR PLANNING PROCESS


ONGOING FINANCIAL GUIDANCE


YOUR LIFE. YOUR PLAN.

We believe that financial planning is not a one-and-done endeavor. Your life is
constantly evolving, and your plan should have the ability to reflect that.
That’s why we take a proactive financial planning approach with all our clients.

Whether you are dealing with a sudden windfall of money, a death in the family,
or simply entering a new phase of your life, our financial planning process
allows us to be dynamic in our approach. As a result, it’s important to our firm
to make sure that we are consistently meeting with our clients to get ahead of
those changes. That way, you’re prepared for whatever life throws at you.

Learn More


EMPLOYER SPONSORED PLANS


OUR PROCESS FOR EMPLOYERS


RETIREMENT PLANS BY DESIGN


YOUR COMPANY. YOUR PLAN.

Attract and retain employees? Beneficial approach to educate employees? Maximize
contributions to grow your personal retirement nest egg? Following government
mandates? All of these are valid approaches when establishing a retirement plan
for your Company! Is only one the right approach for you? Is it a combination of
more than one of these ideas?

You need a consultative approach to design the right Plan for your Company and
your needs. You need questions and concerns addressed at the outset. Who deals
with employees? Who answers their questions - and mine? How do I handle the “F”
word - Fiduciary? What are my responsibilities in that area? We are your partner
- not just at the beginning of the process, but throughout!

Learn More


FROM THE BLOG


CHOOSING A RETIREMENT PLAN THAT FITS YOUR BUSINESS

To choose a plan, it’s important to ask yourself four key questions.
Learn More


A HOUSE DIVIDED

By understanding a few key concepts during a divorce, you may be able to avoid
common pitfalls.
Learn More


SOUTH WINDSOR, CT

225 Oakland Rd #101

South Windsor, CT 06074




NORTHBOROUGH, MA

9 Monroe St,

Northborough, MA 01532




SARATOGA SPRINGS, NY

4 Franklin Square, Suite B

Saratoga Springs, NY 12866



Schedule a Meeting


CONTACT

Office: (860) 432-7233

Mobile: 4132626291

225 Oakland Road

Unit 101

South Windsor, CT 06074

andrea@proeastadvisors.com



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