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Financial

Your Annual Financial To-Do List for 2017

December 20, 2016Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter

Things you can do before & for 2017. What financial, business, or life priorities do you need to address for …

Tagged Financial

How Gen X’ers Can Get Their Retirement Savings Back on Track

November 20, 2015Constance CiaricoFinancial, IRAs, Newsletter

Steps that may help to address a savings shortfall. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Were you …

Tagged Financial, IRA, Retirement, Savings

Comprehensive Financial Planning: What It is, Why it Matters

November 11, 2015Constance CiaricoFinancial, Investments, IRAs, Newsletter

Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Your approach to building wealth should be built around your goals …

Tagged Financial, goals, saving, wealth

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.

 

© 2020 Prentice Wealth Management, LLC

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

CA, CT, DC, FL, GA, HI, IN, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VA & WA.

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.

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