How We're Different
Today most financial services companies-banks, brokerage firms and insurance companies- all seem to FOCUS on the same products and services.
Our focus is ADVICE - turning everyday information into well-designed, custom-tailored strategies that “fit” you. With the vast amount of information and products available in today’s financial supermarkets, you can pay a big price to “try on” the wrong solution.
We set our sights on helping you find the right solution. Whether it’s helping you simply reposition your assets or implementing a complex series of tax-advantaged strategies, we’ll make it easier for you to make the right decision. At the Prentice Group, we spend most of our time understanding what’s important to you, not promoting the “product of the day.”
Whether you’re the owner of a well-established business, an executive on the fast track, a retired citizen or someone about to receive a large inheritance, we can help you gain control over every aspect of your financial life: from personal finances to taxes, investments, insurance and estate preservation.
Our Approach
Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you hope to be tomorrow. Helping you reach your destination means guiding you in the right direction, so we don’t take any unnecessary short cuts and risk getting you lost along the way.
By keeping you focused on your specific goals, we help you stay on track. And because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws and changes in the marketplace. Put simply, we can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can easily be implemented.
