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It’s that simple.
Investors are looking for performance and protection. Prizm implements an actively managed approach to risk management through a proprietary Risk-Appropriate Investment Strategy Evaluation (RAISE™) investment process. This approach uses an array of innovative, actively managed investment strategies – each with its own built-in risk management methodology. It relies on up-to-the-minute monitoring of market behavior to help establish our clients’ disposition for risk.
A strong financial plan accounts for your personal and financial circumstances, your life objectives, and your risk tolerance.
Retirement Plans | Tax Plans | 401(k) Plans
403(b) Plans | College Plans | Estate Plans
Profit Sharing
Your financial plan serves as a guide to determine the right types of investments that will meet your needs and accomplish your goals.
Stocks and Bonds | Educational IRAs | Roth IRA
Educational IRA | Simple IRA | Traditional IRA
SEP IRA | Treasury Bills | Treasury Notes
Brokerage Accounts | Government Securities
Variable Annuities
All elements of your financial plan must work together to maximize tax breaks and minimize tax liabilities in the most efficient way possible.
Estate Tax Planning | Income Tax Planning
Capital Gains Tax Planning
Small Business Tax Planning
An integral part of a comprehensive financial plan, protect you, your loved ones and your assets from unexpected events.
Disability Income | Life Insurance
Long-Term Care
Our PRIZM team is 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.
We develop your personal financial profile through individual consultations with you. We take into account your individual investment needs and objectives, risk tolerance, and time frame.
We create a personalized asset allocation policy based on your needs and objectives. This policy seeks to maximize your investment returns while minimizing your risk through the carefully diversified allocation of your assets.
We implement your asset allocation policy by investing in a well-diversified portfolio. As independent financial advisors, we utilize a large array of investment options in an objective and independent manner. This gives us added flexibility and creativity in structuring your investments.
We carefully monitor your investments on an ongoing basis to ensure they remain consistent with your life’s goals and objectives. Financial decisions are not one time events. As life changes, so must your financial strategy.
We’ll communicate with you on a regular basis and provide comprehensive reports for each of your accounts. Furthermore, we provide you with the highest level of personalized service, including regularly scheduled meetings, newsletters, and workshops.
PRIZM FINANCIAL ADVISORS
1745 South Naperville Road, Suite 200
Wheaton, IL 60189
Phone: 630-665-4848
Copyright © 2020 Prizm Financial Advisors. All Rights Reserved.
Please be advised that presently, Mark Perkins holds Series 7, 63 & 65 in IL and Andrew Andersen holds 66 licenses in IL. For residents of other states in which registration is not held, proper licenses and registrations must be obtained from Mark Perkins or Andrew Andersen before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
Securities offered through Center Street Securities, Inc. (CSS), a registered broker-dealer, Member FINRA/SIPC. 2740 Old Elm Pike, Nashville, TN 37214, (888) 690-3580. Investment Advisory Services offered through Brookstone Capital Management (BCM), a Registered Investment Advisor. PRIZM Financial Advisors, Inc., BCM, and CSS are independent entities. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BCM.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.