Broker Check

Our Services

At Prism Financial Group, L.L.C., we provide expert assistance in the following areas:

Financial Planning

  • Comprehensive Financial Planning
  • Cash Flow Analysis
  • Debt Management
  • Educational Funding – 529 Plans
  • Educational Savings Accounts – EdSA’s
  • 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 IRA’s
  • Traditional IRA’s

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
  • CD’s
  • 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 IRA’s
  • Defined Benefit Pensions 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