Who we are

Prescott Washington Financial LLC is the metropolitan area's top choice for financial and insurance consulting. With our staff of experienced advisors, there's no need to worry about your benefits or the protection of your business. We're proud of the fact that Prescott Washington continues to grow with the support of our many loyal customers and their referrals.

At Prescott Washington we want to help you achieve financial security. We'll provide you with expert advice on insurance and employee benefits. Our representatives will be a partner with you to review your options.

Our process, adopted from the Certified Financial Board of Standards Inc. Financial Planning Practice Standards, ensures that we provide the highest level of service.

  1. Establish our relationship
  2. Listen to you and gather data
  3. Analyze the given data
  4. Present solutions
  5. Implement solutions
  6. Monitor the implemented solutions

We work with several types of entities and understand the challenges each faces. Common to them all, is the need to remain competitive in their markets, both financially and as an employer. We understand that you need solutions that are unique and cost-effective, and our experienced and certified advisors work with you to review your options, including self-insured or fully-insured employee benefits, voluntary benefits, non-qualified and executive benefits plans.

Our goals are simple: We want to help you achieve financial security, and want to ensure that all of our solutions are specific to you and that all of your decisions with us are well-informed. And after we implement our solutions, we stay connected with you, so that as your business or organization develops, we can adapt and continue to meet your needs. Simply put, we grow with you.