Welcome

Proactive Financial Strategies (PFS) offers a comprehensive range of financial services tailored to individuals in Pennsylvania primarily in Bucks, Montgomery, and Chester Counties.  Joanne Natale created Proactive Financial Strategies in 2012. Her vision was an integrated solution that encompassed her tax expertise as a CPA* alongside a broader range of financial planning.  Her expertise allows her to coordinate clients’ financial matters with a focus towards tax strategies. April Heiser-Liedike, EA*, who shares Joanne’s vision, joined PFS in 2020.  She manages our Limerick location and brings several years of experience and expertise in tax and financial planning as well.   

PFS utilizes a holistic approach to appeal to clients seeking long-term financial stability and effective retirement planning. By addressing various financial goals such as retirement savings, college funds, and business succession planning, we are positioned to assist clients throughout different stages of their lives. Our commitment to client-focused service and addressing individual needs underscores our dedication to building lasting relationships. This personalized approach is crucial in navigating the complexities of financial planning and ensuring that clients feel supported and informed about their financial decisions. 

We can help you address your needs of today and for many years to come.

We look forward to working with you through all stages of your life.   

*CPA, EA Not practicing for LPL Financial or any subsidiaries or affiliates thereof.