As fee-only Financial Planners, our goal is for you to be secure in your financial life.
What we do
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
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
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
After building a good cash cushion and getting retirement 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
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.
