At Prentice Financial Services, we provide expert assistance in the following areas:
 

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Investment Advisory Services

Fee-Based Financial Planning

  • Current financial Position
  • Protection Planning
  • Investment Planning
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Business Exit Planning

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance

Business Valuation