

Prentice Financial Planning
Personalized retirement and estate planning for Olympia families
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Financial advisors on this page can help with the money questions that come up over a lifetime. Many offer financial planning, retirement planning, investment management, and help with annuities or life insurance, while others focus on tax services, bookkeeping, or business formation and consulting. Listings are grouped by town, so you can start with places such as Olympia, Seattle, or Camas and look for practices near where you live or work in Washington. When you compare options, ask each advisor how they are paid, whether by a flat fee, an hourly rate, or a percentage of assets, so you know what the costs will be. It also helps to ask whether the advisor has a fiduciary duty to you, which means they must put your interests first. Call or visit a few offices before you decide, and bring a list of your goals and questions.


Personalized retirement and estate planning for Olympia families


Financial planning for families, business owners and retirement plans

Retirement planning, annuities and income strategies

Fiduciary investment management and small business accounting