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.

More Calculators →

Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

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