Prentice Financial Planning

Prentice Financial Planning is a financial planning firm serving individuals and families in the Olympia, Washington area. Its core offering is an advanced planning process called the Prentice Playbook, a personalized document covering tax planning, income strategy, retirement planning, estate planning, risk mitigation and investment management. The firm is aimed at long-term investors with at least $1,000,000 saved in retirement and investment accounts, excluding real estate, who plan to retire within ten years or are already retired.

The firm operates as a fiduciary and is family owned. Clients work with a CERTIFIED FINANCIAL PLANNER professional, and the office is at 2407 Pacific Ave. SE in Olympia. Prospective clients can request a free consultation by phone.