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Resources

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Resources

Initial Client Packet

20 Questions You Should Ask Your Financial Advisor

Prentice Financial Planning, LLC ADV Part 2AB

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Financial Planning Association

CFP Board

The Forum for Sustainable and Responsible Investment

Bliss and Skeen Certified Public Accountants

 

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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.

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About Us

We are dedicated to providing advanced wealth management strategies that are right for you. Simply put, we strive to be our client's trusted advisor.

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  • Who
  • Why
  • What
    • Investment Philosophy and Process
    • What You Get
  • Sustainable Investing
  • Resources
  • The Bishop's Piece
  • Contact
  • Client Portal

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2407 Pacific Ave. Suite A
Olympia, WA 98501

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