A Message From the President/Founder

Dear Visitor:

I would like to take this opportunity to welcome you to Prism Financial Resources. As president and founder of PFR, I’ve made it our mission to provide reliable, high quality service to our valued clients.

Until recently, we have been conducting business as Financial Planning Advisors, LPL. Our specialty has been full-service financial planning for businesses and individuals, with a special emphasis on generic financial education. We are now expanding our scope of operations to include asset management, employer-sponsored retirement plans and a nationwide network of financial education programs.

To ensure that our services continue to exceed the high expectations of our clients, we have developed strategic alliances with world leaders in money management, retirement plan administration and financial education.

As before, we continue to offer the finest in financial education programs through our partnerships with Successful Money Management Seminars and Emerald Publications, the nation’s leaders in financial education.

Far more than a successful minority-owned financial services company, PFR is a cutting-edge participant in today’s domestic emerging markets. We are uniquely positioned to offer comprehensive financial services to people of all ages, incomes, occupations, races and nationalities.

Our strategic partnerships include alliances with the world’s leading minority-owned asset management and retirement plan companies. We can help your organization offer financial services and products that accurately reflect the diversity of your employees, your stakeholders and your clients.

We are working hard to help people cope with the many challenges facing investors today. Declining markets, financial scandals, economic uncertainties – all of these factors are making financial success harder to achieve. We bring a depth of experience and knowledge to these challenges that help our clients transcend the difficulties of today’s economic environment.

Our team of experts are ready to deliver a superior level of service that embodies our high standards of integrity and professionalism. Whether your needs are simple or complex, we will work hard to fulfill your financial goals and dreams.

Sincerely,

George Wheeler

A Registered Investment Advisor
Securities offered through LPL Financial
Member FINRA/SIPC
LPL Web Site