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Prentice Financial Planning, LLC: Your Trusted Partner in Achieving Financial Goals
Prentice Financial Planning, LLC is a financial planning firm that provides personalized strategies to individuals and families in the Olympia, Washington area. With our Advanced Financial Planning process called the Prentice Playbook, we help our clients achieve their financial goals and secure their future.
Our team of experienced financial planners understands that every client has unique needs and goals. That's why we take a personalized approach to create customized strategies that fit each client's specific situation. We believe that by understanding our clients' values, priorities, and long-term objectives, we can develop a comprehensive plan that addresses all aspects of their financial life.
At Prentice Financial Planning, LLC, we offer a wide range of services designed to help our clients achieve their financial goals. Our services include retirement planning, investment management, tax planning and preparation, estate planning, risk management (insurance), education funding (529 plans), charitable giving strategies (donor-advised funds), business succession planning for small business owners or entrepreneurs who want to sell or transfer ownership of their company.
Retirement Planning
We understand how important it is for you to have enough money saved up for your retirement years. Our team will work with you to create a comprehensive retirement plan tailored specifically for your needs. We'll help you determine how much money you need to save each year so that you can retire comfortably without worrying about running out of money.
Investment Management
Our investment management services are designed to help our clients grow their wealth over time while minimizing risk. We use an evidence-based approach when selecting investments for our clients' portfolios which means we rely on academic research rather than speculation or guesswork when making investment decisions.
Tax Planning & Preparation
We know how complicated taxes can be which is why we offer tax planning and preparation services as part of our overall financial planning process. Our goal is always to minimize your tax liability while ensuring that you comply with all applicable tax laws.
Estate Planning
Our estate planning services are designed to help our clients protect their assets and ensure that their wishes are carried out after they pass away. We'll work with you to create a comprehensive estate plan that includes wills, trusts, and other legal documents necessary to protect your assets and provide for your loved ones.
Risk Management (Insurance)
We understand the importance of protecting yourself and your family from unexpected events such as accidents or illnesses. That's why we offer risk management services including insurance analysis, policy review, and recommendations for coverage options that fit your specific needs.
Education Funding (529 Plans)
We know how important it is for parents to save money for their children's education. Our team can help you set up a 529 plan which is a tax-advantaged savings account designed specifically for education expenses.
Charitable Giving Strategies (Donor-Advised Funds)
If you're interested in giving back to your community or supporting causes that are important to you, we can help you set up a donor-advised fund. This type of fund allows you to make charitable contributions while receiving immediate tax benefits.
Business Succession Planning
If you're a small business owner or entrepreneur who wants to sell or transfer ownership of your company, we can help. Our team has experience working with business owners on succession planning strategies including buy-sell agreements, key person insurance policies, and more.
At Prentice Financial Planning LLC., our mission is simple: To provide personalized financial planning services tailored specifically for each client's unique needs. We believe in building long-term relationships with our clients based on trust and mutual respect. Contact us today if you're ready to take control of your financial future!
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