Financial planning services
What season are you in? Our services are specifically design to address the season of life you are currently navigating while also helping you plan for the next with purpose.What season are you in?
Choose the season that you are currently in to see the combination of financial services that best fit your needs:
Nearing Retirement
You’ve worked hard to build what you have. Now new questions are arising about retirement income, pensions, Social Security, taxes, healthcare, and what this next season of life will look like.
Life in Transition
A divorce. The loss of a spouse. The sale of a business. An unexpected change. Life may look very different than it did a year ago, and you’re looking for clarity on what comes next.
Busy Business Builder
Your career is growing. Your business is expanding. Your family is evolving. You’re successful, but life feels increasingly complex and you’re ready for a more intentional plan.
A Multi-Generational Steward
You’re thinking beyond today. You want to care for the people you love, preserve what you’ve built, and create continuity for future generations.
We help you build a solid foundation through a variety of financial services:
Many clients come to us in moments of change, when their sense of purpose feels unclear. Retirement may be approaching. A business may have been sold. Children may have left the nest. A spouse may be gone. A new chapter may be beginning, even if they did not expect it. In those moments, the question often becomes “Am I going to be OK?” Since we can’t predict the future, instead we help you build a plan you feel confident in.
Like the protea flower, we believe strength is not about avoiding difficulty. It is about having a steady foundation to stay rooted through it. That is how we want clients to feel when they work with us: steady, supported, understood, and able to move forward.
Wealth Management
With the numerous types of investments available, the choices can be overwhelming (and confusing).
Financial Planning
Everyone’s vision of financial stability is different and is usually based on factors like current income/lifestyle, children, personal and family health, and marriage status.
Tax Planning
When constructing a portfolio and choosing the appropriate asset mix, it is also important to consider the various tax implications.
Insurance
In addition to being financial advisors, we also hold insurance licenses for Variable Life and Variable Annuity products and Life Insurance.
Education
There are many savings vehicles used for education expenses. Understanding the various nuances of each type of account and what might be the best fit for your student is essential.
Estate planning
This is the area that is most ignored and yet causes the most angst, especially with clients of young children. We get it. This is HARD stuff. But we make it easy.
Let’s design a beautiful life — together.
It doesn’t matter if you’re preparing for retirement, navigating a change, organizing your financial life, or thinking about the future you want to create, Protea is here to help you stay rooted through every season of life.
Design a beautiful life.
Protea Wealth Management was built with the purpose to serve clients not just for a season, but for a lifetime. Working with households coast to coast, we help you design a beautiful life.
Working with households coast to coast, Protea Wealth Management is an affiliate of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. See full disclosure HERE.