Implementing Your Prentice Playbook Includes All Of The Services Below

Tax Planning

Proactive approach to taxes which create efficiencies across account types and investment vehicles to minimize your taxes over time.

Income Strategy

Synchronize the timing and utilization of all accounts and income sources including when and how to begin collecting your Social Security benefits.


Design, manage and monitor the probability of success of your portfolio given your time horizon, needs and comfort around risk.

Retirement Planning

Extensively model retirement scenarios to build your base plan – then testing your plan with “what-if” scenarios to ensure you are protected.

Estate Planning

Partner with you to preserve your wealth and establish a transfer of assets that is both efficient to execute and minimizes taxes.

Risk Mitigation

Assess any cost savings among insurance solutions while incorporating products and services built to protect your plan.