• Home
  • Services
    • CPA & Tax Planning
    • Consulting Services
    • Wealth Planning
    • Benefits & Insurance
    • Retirement Plan Services
  • Team
  • Resources
  • Our Location
  • Client Login
    • Albridge
    • NetXInvestor
    • RightCapital
    • Citrix ShareFile
Prescott Tax and Wealth ManagementPrescott Tax and Wealth Management
Prescott Tax and Wealth ManagementPrescott Tax and Wealth Management
  • Home
  • Services
    • CPA & Tax Planning
    • Consulting Services
    • Wealth Planning
    • Benefits & Insurance
    • Retirement Plan Services
  • Team
  • Resources
  • Our Location
  • Client Login
    • Albridge
    • NetXInvestor
    • RightCapital
    • Citrix ShareFile
[rev_slider short-slider]
Third Quarter Newsletter – 2016
11 Aug

Third Quarter Newsletter – 2016

Posted by Peter Prescott Uncategorized

Third Quarter, 2016 Dear Client, We are pleased to present our third quarterly newsletter for 2016. We hope you find […]

Read More
Creating a Personal Brain Training Program to Postpone Cognitive Decline
28 Jul

Creating a Personal Brain Training Program to Postpone Cognitive Decline

Posted by Peter Prescott Health

by Peter Prescott Although some of you may have already been introduced to the following information, it is always nice […]

Read More
Which Retirement Plan is Right for You?
13 Jun

Which Retirement Plan is Right for You?

Posted by Peter Prescott Finance, Retirement

by Peter Prescott Choosing a retirement plan is one of the most difficult, and critical, questions that I answer as […]

Read More
The Prospect of Brexit and its Impact on Markets
06 Jun

The Prospect of Brexit and its Impact on Markets

Posted by Peter Prescott Uncategorized

by Atish Bagrodia What is Brexit? On June 23rd, the United Kingdom will hold an in-out referendum on whether or […]

Read More
Second Quarter Newsletter – 2016
29 Apr

Second Quarter Newsletter – 2016

Posted by Peter Prescott Updates

Second Quarter, 2016 Dear Client, We are pleased to present our second quarterly newsletter for 2016. We hope you find […]

Read More
  • 1
  • 2

Tag Cloud

blog client education series economy finance health investment market newsletter Retirement Wealth Management

Calendly Pop Up

Contact Info

  • Prescott Tax and Wealth Management
  • 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano, CA 92675-1767
  • (949) 248-9815
  • (949) 661-5395
  • grant@prescott500.com
  • https://www.prescott500.com

Disclosures

Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Prescott Tax and Wealth Management and IFG are unaffiliated entities. Independent Financial Group (IFG) does not provide tax advice or tax services. Registered Representatives of IFG do not provide these services as part of their securities business.

Licensed to sell securities in the following states: AZ, CA, CO, FL, GA, HI, ID, KY, MA, MI, MN, MT, NV, NM, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA & WY.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

© 2024 · Prescott Tax and Wealth Management

  • Home