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Our Services

We believe sound financial plans outlast the uncertainty of the moment. Markets shift and economies change, but at Prism Financial Group, our customized strategies are built to evolve. That’s why we provide a consistent and objective perspective to help ensure your financial plan is integrated for today and for the future.

We offer a full suite of services catered to high-net-worth investors and their families. From individuals, and business owners, to retirees and more, we’ll help ensure your plan works so you can stay focused on what matters most. Whatever you hope to achieve, we’ll be here to help you maintain your financial freedom through all of life’s stages.

Financial Planning

True financial planning provides the means to unify all aspects of your financial life. While providing an overview of the big picture, your wealth advisor will develop comprehensive strategies that allow you to make stronger financial decisions.

Though one-size-fits-all strategies may be the common approach, we specialize in tailoring plans to fit your current situation while providing a foundation for future growth. From asset accumulation strategies to asset distribution, tax and estate planning, and insurance solutions, we will strive to help promote your total financial independence.

Financial planning services can be retained on a stand-alone, fee-for-service (1) basis, or included with our portfolio management services for a comprehensive wealth plan.

Portfolio Management

The heart of our practice is dedicated to constructing and managing investment portfolios. As the primary advantage of our firm, our wealth management strategies incorporate analytical processes to fully understand client priorities. From identifying short-term and long-term objectives, to assessing resources and your level of risk tolerance, we strive to first gain a deep appreciation for every aspect of your situation before offering our recommendations. We manage your portfolio on a discretionary basis.

At Prism Financial Group, we draw upon a broad investment universe to deliver effective wealth management plans designed to meet your needs for income and capital appreciation.

Retirement Planning

Whether you’re in the prime of your career, are just a few years away from leaving the workforce- or are already retired, we can help you gain confidence that your long-term goals will be met. Your advisor will offer detailed projections of when you can safely retire, at what level of income, and what rate of return will be necessary to meet your retirement goals. For those already retired, we will stress-test your plan for longevity risk, helping you ensure that your desired lifestyle will be maintained throughout your future.

For the past 30 years, we have helped clients effortlessly transition from the working world into retirement. By looking at the whole picture of your life, we can develop a tailor-made plan of action that evaluates pensions and Social Security income, 401(k) plans, savings, stock options, deferred compensation- and other assets to structure a reliable income stream throughout your future.

Education Planning

Whether you are a parent or grandparent looking to assist with the ever-increasing costs of college, we can help navigate the complex world of options available for college funding. We can assist in forecasting the expected cost of college as well as the various options of funding on a tax-favored basis.



Financial Planning

  • Comprehensive Financial Planning
  • Cash Flow Analysis
  • Debt Management
  • Educational Funding – 529 Plans
  • Educational Savings Accounts – EdSAs
  • Income Tax Planning
  • Charitable Tax Planning
  • Stock Options Analysis
  • Estate Planning
  • Estate Tax Analysis
  • Beneficiary Designation Planning

Retirement Planning

  • Retirement Analysis
  • Pension Plan Analysis
  • IRA Rollovers
  • Stretch IRA Planning
  • IRA RMD Planning – Age 70 ½
  • IRA 72(t) Planning – Pre-age 59 ½
  • Social Security Analysis
  • 401(k) Analysis
  • 401(k) Investment Recommendations
  • Income Planning During Retirement
  • Roth IRAs
  • Traditional IRAs

Investment Management

  • Investment Portfolio Review
  • Investment Portfolio Management
  • Mutual Fund Analysis
  • Fund Overlap Analysis
  • Stock Trading
  • Mutual Funds
  • Separate Accounts
  • Annuities
  • Bond Laddering
  • Municipal Bonds
  • Corporate Bonds
  • Cash Management Options
  • CDs
  • Treasury Securities
  • Money Manager Search
  • Wealth Management

Employer Benefits

  • 401(k) Plans
  • Solo 401(k) Plans
  • Profit Sharing Plans
  • Simplified Employee Pensions (SEP)
  • SIMPLE Plans
  • 403(b)
  • Payroll Deduction Roth IRAs
  • Defined Benefit Pension Plans
  • Investment Policy Statements
  • Employee Learning Workshops
  • College Planning
  • Retirement Planning
  • Group Insurance
  • Non-Qualified Deferred Comp Plans
  • Business Transition Planning
  • Business Continuation Planning
  • Executive Compensation Planning

Insurance Planning

  • Life Insurance Needs Analysis
  • Life Insurance Policy Review
  • Life Insurance Disposition Planning
  • Life Insurance Coverage
  • Disability Insurance Needs Analysis
  • Disability Policy Review
  • Disability Insurance Coverage
  • Long-term Care Needs Analysis
  • Long-term Care Policy Review

Life Event Planning

  • Retirement
  • Job Change
  • Sale of Business
  • Inheritance Received
  • Death of Spouse
  • Marriage
  • Divorce
  • Birth of Child/Grandchild
  • Age 70 ½ RMD Planning