Eliminate Confusion.
Build a Plan.
Grow Your Wealth.

As fee-only Financial Planners, our goal is for you to be secure in your financial life.

What we do

Retirement planning

Retirement Planning

It's been said that retirement is the one activity you can't borrow money for. Because of that, having a good plan is essential. In any stage of life, it is always prudent to have a plan for retirement. Even after retiring, we help our clients plan their finances for the specific challenges that they face. Call us today to learn more about how we make retirement even better for you.

Financial planning

Financial Planning

Over the course of our lives, we deal with money and finances every day. At Prota Financial, we work with clients to put some order to this. By planning out and preparing for significant events, we can make your life easier and less stressful. Come talk with us about how our personalized attention wins over our clients today.

Investment management

Investment Management

Numerous studies have shown that people significantly underperform the market when managing their own investments. Unlike many others, we focus on risk as well as return. This focus can help minimize the effect of market volatility on your investments, while potentially reducing future losses. Ask us about our ground-breaking approach to risk management and how it can help you sleep better at night.

College savings

College Savings

After building a good cash cushion and getting ritrement plans set up, most parents are looking to ensure their children have a broad set of opportunities for their future. Saving for your children's college is a fantastic way to do so. Even better, there are options that give you flexible funding options, ability to grow without taxes, and more. When you work with us, you can be sure that you will have a well thought out plan for your children's future. Have grandchildren? We can help you set aside funds for their college, too.

Legacy

Legacy

You've spent your whole life earning and saving to get where you are. But what happens after that? Will your heirs be paying significant estate taxes? Interested in giving to charity? With our planning and knowledge, we can put together a plan for you that is tax-efficient and meets your legacy goals.

We are proud to be a Dave Ramsey SmartVestor Pro

For years we've lived Dave's philosophy. In fact, over the last two years alone, we've served over 2,000 people. If you want to start off on the right foot, Dave Ramsey is a great place to start. Call us to ask how we help people with their 7 Baby Steps and beyond.

How we work with you

If you want good results, you need a good process. Ours clients demand one. Shouldn't you?

Understand needs & goals

Understand Needs & Goals

At Prota, we focus on your current needs and goals. During this part of the process, we work with you to understand your current financial situation and where you want to go from here.

Needs such as housing and medical, and goals such as vacation homes or early retirement, are identified and prioritized. By taking these steps, we will have the inputs needed to create a solid plan that we carry out together using the priorities and timelines we’ve discussed.

Plan & implement

Plan & Implement

Our team gets to work on creating your plan. We have advanced tools to help us develop an initial framework. Since life often comes with “what if…?”, we build in alternative choices as well.

This typically prompts other scenarios that you haven’t thought of and together we refine your roadmap. This conversation gives us a more thorough understanding of how you see your future. Once we have a general agreement on the right plan, we put it to work for you.

Monitor & revise

Monitor & Revise

We continually monitor your plan and revise it as needed. Life happens and your priorities change. We believe that our clients should never be locked into a static plan, so we update it when your situation or goals change.

That is why we are here – to continually focus on your living financial roadmap while you focus on living your life.

Clients choose us because

Contact us