Our Services

Whether you need comprehensive on-going management of your financial affairs or a single consultation to address a special issue, your PRISM financial counselor has a diversified set of tools to help build your financial future.
Our personal approach to service assures that the financial solutions your counselor suggests will fit your unique goals and circumstances. There is never a charge for our initial consultation.
Our highly trained Operations Department will assist with regular updates on your portfolio, creating ad hoc reports and provide data for tax reporting.
Our Client Relations staff can schedule seminars at a location to meet your needs. Regular in-house seminars are also held on a variety of current topics. They can tailor seminars to meet your personal needs or the needs of your group or organization.
THE WEALTH ADVISORY SERVICE A fee based Portfolio Management Service. The five steps in the Wealth Advisory Service are: 1. Analysis of Current Portfolio 2. Design an Optimal Portfolio 3. Formalize the Investment Policy 4. Implement the Policy 5. Monitor and Supervise
FINANCIAL PLANNING SERVICES *Tax Planning and Analysis *Educational Needs Analysis *Retirement Accumulation *Personalized Goal Setting *Distribution Analysis *Estate Planning *Charitable Giving *Trusts
CollegeSOLUTION Services *Student Assessment *College Selection *Financial Aid Analysis *Strategies to fund college