Our Vision & Our Mission
Prizm Financial Group will serve our ideal client community with the Southland’s premier comprehensive financial planning & advisory team.
We define the ideal client community as being passionate about their goals, ready to hear the truth, willing to accept advice, comfortable with paying a fee and enjoying piece of mind.
We define financial planning as holistic, integrated plan development, risk mitigation, asset management and legacy solutions.
To provide guided self-discovery for individuals, families, and business owners in order to gain clarity about their values and goals, helping them achieve quality of life and maintain financial independence over multiple generations.
We assist this effort by:
- Bringing creative design ideas in the areas of retirement, wealth management, estate, gift and legacy planning.
- Coordinating the client’s team of key advisors including CPAs and attorneys.
- Acting as catalyst and advocate to get things done.