About Us


Every client and their situations are unique in every way from life insurance and Medicare needs to personal and business investments. At Proactive Life Planning we take the time to listen to and learn about their individual and family needs, concerns, and financial goals. Once we have this information, we can put together a plan and tailor our services to meet those specific requirements.

We pride ourselves on being a reliable and trustworthy insurance agency that is dedicated to providing you with the best products and services available. Our team of experienced professionals are committed to providing comprehensive insurance solutions, including life insurance, Medicare, investment advice, 401K management, and more.

At Proactive Life Planning, we understand that navigating the world of insurance can be overwhelming. That’s why we make it our mission to provide exceptional customer service, ensuring that our clients fully understand all policies and benefits available to them. We believe that an informed client is an empowered one, which is why we take the time to educate and guide you every step of the way.

To serve you we have two locations San Antonio, Texas, and Los Angeles California. We are dedicated to serving our local communities in every way possible from sponsoring local boys and girl’s athletic teams to generous donations and partnerships with Veterans and those in need. We are committed to building lasting relationships with our clients and providing them with ongoing support and advice throughout their financial journey.

Thank you for choosing Proactive Life Planning. We look forward to serving you and helping you achieve your financial goals. Proactive Life Planning: Your Liaison for Financial Planning

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