Your full service financial planning 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 financial planning 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.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Home Affordability

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

More Calculators →

Newsletters

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

More Newsletters →