Our Services

At PRIZM, we're dedicated to helping you achieve every one of your lifetime financial goals. Our investment process is designed to protect and grow wealth. It considers each client’s risk tolerance and aims to limit significant drawdowns. Our goal is to help investors build long-term portfolios that experience the power of compounded returns.

financial planning for all of life's goals

Our investors should have the flexibility to take advantage of opportunities while still maintaining a definitive, imbedded layer of risk management. PRIZM continually implements new technologies and seeks out innovative investment managers toward this goal.

INVESTMENTS

  • Stocks & Bonds
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

TAX PLANNING

  • Estate Tax Planning
  • Income Tax Planning
  • Capital Gains Tax Planning
  • Small Business Tax Planning

FINANCIAL PLANNING

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Profit Sharing

INSURANCE PLANNING

  • Disability Income
  • Life Insurance
  • Long Term Care

Multi-Dimensional Approach