Costs and coverage solutions are constantly changing. Like everything else the complexities are greater than ever, but then again so are the range of solutions.

It is always wise to have an independent advocate on your side. Advocacy is exactly how Prescott Tax and Wealth Management approaches the risk management needs of our clients.

Some of your needs may be temporary or short-term, while others are longer or permanent. In certain instances, saving money with adequate coverage may be the priority, while in others maximizing the level or quality of protection is more important. Understanding your short-term and long-term goals thoroughly enables Prescott Tax and Wealth Management to take a consultative approach to risk management that addresses both need and cost.

Purchasing Insurance More Effectively

Risk management is another area where knowledge can greatly enhance how effectively premium dollars are spent. We will help you in devising a unique strategy that best fits your need as a means of decreasing cost or improving coverage.

Competitive Price Shopping

Once a solution is in place, you can go through the process of obtaining premium quotes.

Those who wish to explore some of these can get quotes here.

We offer Health, Dental, Disability, Life, Long-Term Care and Disability Insurance.

Retirement Benefits – 401(k), Defined Benefit and Profit Sharing

Prescott Tax and Wealth Management’s team includes CPAs, Master’s in Taxation credentials, a Certified Financial Planner™ (CFP®) professional, and an Accredited Investment Fiduciary® (AIF®) designee. The firm provides specialized guidance to business owners and trustees in the design, implementation, and oversight of retirement and pension plans, including investment evaluation, model portfolio construction, and the development of Qualified Default Investment Alternatives (QDIA).

Group Medical, Dental, Disability and Life

Over its 30 year career, Prescott Tax and Wealth Management has assisted many companies in designing and establishing an array of group benefits that address both the needs and desires of both employer and employees.

Specialized Group Benefits

Although less common than other group benefits, certain situations may present a beneficial opportunity for special benefits that may include executive benefits such as deferred compensation, voluntary benefits or other customized benefit programs. We can assist in recognizing and properly implementing the right solution to match your requirements.