Your full service financial specialists

Prism Financial Resources (PFR) invites you to explore the wide range of services that we offer. PFR is committed to providing a superior level of financial services to businesses and individuals. We can help you build wealth for the future, manage risk, and plan for retirement. Our services are comprehensive and include all of the following:
 
Small and Medium–Sized Businesses
Prism Financial Resources can help you improve your cash flow, invest your profits for maximum growth and income, and develop strategies to reduce your taxable income. We’ll show you how to protect your business and plan for retirement.

Wealth Management Services
Our investment specialists will work with you to develop a wealth management plan that matches your objectives, investment style and tolerance for risk. We can help you manage your assets using the latest investment techniques. 

Retirement and Worksite Seminars
Prism Financial Resources believes that generic financial education is a vital part of the investment process. We offer public and work site financial education courses to serve the varied needs of our clients. 

Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

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