Free Consultation - Prentice Financial Planning, LLC

Who

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

What

Organize your finances and highlight where Prentice Financial Planning adds value to your life.

Why

Make a well-informed decision when evaluating Prentice Financial Planning as a partner.

No Cost Or Obligation

We want to learn as much as we can about your financial situation before deciding if our expertise matches your needs and concerns.

The Prentice Playbook

We will introduce you to our advanced financial planning process which incorporates each facet of your financial plan into one complete and organized document.

Am I A Good Match?

Our Typical Clients

We partner with clients who want a trusted servant leader to whom
they can delegate their financial affairs while they focus on doing what they love.

Minimum Initial Investment

$500,000

Fee Structure

1.5% on the first $850,000 and under

0.9% on the value between $850,001 and $1,500,000

0.1% on anything $1,500,001 and over

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.