Prizm Financial Group

909-456-8095

Services

Retirement Planning

What does it take to retire? Will you be financially prepared to enjoy the comforts of life.

Investment Management

At Prizm Financial Group, we focus on your individual needs as we consider the vast world of investments. The complexities, hidden fees, and mysteries of investing are eliminated. We help create a portfolio customized to your needs.

Business and Wealth Management

...is our premier service.

The client who benefit the most from these services are generally successful professionals, and business owners, many who are entering their retirement years.

A Focus On Women

Every year, millions of women - old and young - are thrust into the role of widow or divorcee. This adjustment can be filled with stress and uncertainty.

Because women tend to live longer than men, most will experience a single lifestyle at some point in their lives.

Trust and Endowments

A trust is an important part of a financial and estate plan. We recognize that a trustee's role is more complex now that ever before.

Investment choices have become more sophisticated.

An individualized Trust Investment Policy Statement is developed to guide all parties in their roles and responsibilities.

Insurance and Annuities

Risk management should form the cornerstone of any financial strategy.  Preparing for risks is a vital part of your financial well-being, and it’s integral for a solid financial plan.

 
 

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