Prentice Financial Planning

Prentice Financial Planning is a fiduciary financial planning firm located in Olympia, Washington, dedicated to serving individuals and families by creating personalized strategies through their Advanced Financial Planning process, known as the Prentice Playbook. The firm caters primarily to long-term investors with significant retirement savings, offering expert implementation of financial plans to allow clients to focus on what they love in life.

Clients at Prentice Financial Planning partner with CERTIFIED FINANCIAL PLANNER professionals who adhere to rigorous educational and ethical standards. The personalized Prentice Playbook encompasses various financial aspects, including tax planning, retirement and estate planning, risk mitigation, and investment management.

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