Prota Financial

1980 Post Oak Boulevard, Houston, TX 77056

● Closed

Location & Phone number

Hours open

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About Us

About the Business

Prota Financial is a fee-only financial planning institution located in Houston, Texas. Our mission is to eliminate confusion, build a plan, and help you grow your wealth. We understand that managing money can be overwhelming, which is why we work with our clients to create personalized financial plans that provide security and peace of mind.

Unlike many other financial planners, we focus on both risk and return when managing investments. Our approach to risk management can help minimize the impact of market volatility on your investments, ultimately leading to better long-term results. We also specialize in helping parents save for their children's college education and assist in estate planning to ensure your legacy goals are met.

At Prota Financial, we believe in a structured process to help our clients achieve their financial goals. We start by understanding your current financial situation and identifying your needs and goals. From there, we create a customized plan using advanced tools and alternative scenarios to ensure all possibilities are considered.

As a SmartVestor Pro, Prota Financial is dedicated to providing top-notch financial planning services to help you navigate the complexities of managing your wealth. We continually monitor and revise your plan as needed, ensuring that it evolves with your changing priorities and goals. Let us focus on your financial roadmap, so you can focus on living your life to the fullest.