Questions about healthcare?

Navigating the Marketplace

To access worksheets and resources, click the links below:

 

[ PWM RESOURCES ]

The changing healthcare environment has created significant confusion.  To better serve our clients we have extended connections that are able to assist you in navigating the New York State of Health website.  Please contact our office for more information or click the link below to go directly to the Marketplace.

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 grb logo

 

 

 

[ NEW! LOW/NO COST HEALTH SAVINGS ACCOUNTS FROM GRB ]

Prentice Wealth Management has recently negotiated low/no cost HSA’s with Genesee Regional Bank to be used in concert with high deductible medical insurance plans.   A Health Savings Account has many advantages such as:

  • Tax deductible contributions
  • Tax free growth
  • Tax free withdrawals for health care costs
  • It is not linked  with your employer should you need to change jobs
  • No use-it-or-lose-it by year end rule

Click here to learn more about the GRB Health Savings Account.

Info

Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC
Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor.
Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.

William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, IN, MD, MA, MI, NJ, NY, NC, OR, PA, RI, SC and TX.

Member, Security Investor Protection Corporation


Investor Education Foundation