Financial Planning Firm in Olympia, Wa - Prentice Financial Planning, LLC

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About Us

We are a financial planning firm serving individuals and families in the Olympia, Washington area.

We create personalized strategies through our Advanced Financial Planning process called the Prentice Playbook. The Prentice Playbook is intended for clients who prefer to delegate implementation to an expert so they can focus on what they love.

Your Peace of Mind

As a fiduciary, Prentice Financial Planning tailors your plan to your specific needs.

Each Advanced Financial Planning client receives a personalized Prentice Playbook. This document ensures there is transparency and confidence in each move we make together.

The dimensions of your overall playbook include:

Tax Planning
Income Strategy
Retirement Planning
Estate Planning
Risk Mitigation
Investment Management

Our Expertise

We find we are best able to support clients who are:

Who

Long-term investors who have $500,000 or more saved in their retirement and investment accounts (excluding real estate).

What

Plan to retire in the next 10 years or who have already retired.

Why

Desire an expert to implement their personalized Prentice Playbook so they are able to enjoy retirement.

A CERTIFIED FINANCIAL PLANNER ™ Professional

At Prentice Financial Planning you will partner with a CERTIFIED FINANCIAL PLANNER ™ Professional. CFP® professionals have experiential and continuing education requirements, passed a rigorous examination and are held to strict fiduciary and ethical standards.

A CFP® professional provides comprehensive advice regarding your investments, taxes, insurance solutions and estate planning fit for your circumstances.

Please visit www.cfp.net for additional resources.

Thank you for considering Prentice Financial Planning in your search for a suitable financial planner. Please contact us when you believe our expertise meets your planning needs.

Contact Us

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

There are no warranties implied.

Prentice Financial Planning, LLC (“RIA Firm”) is a registered investment adviser located in Olympia, WA. Prentice Financial Planning, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Prentice Financial Planning, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Prentice Financial Planning, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Prentice Financial Planning, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Prentice Financial Planning, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Prentice Financial Planning, LLC, please contact the state securities regulators for those states in which Prentice Financial Planning, LLC maintains a registration filing. A copy of Prentice Financial Planning, LLC’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Prentice Financial Planning, LLC upon written request. Prentice Financial Planning, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Prentice Financial Planning, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.