Services

Employer Sponsored Retirement Plans

Prism Financial Resources helps employers offer cost-effective retirement plans to their employees. Our plans can help employers recruit and retain top employees and improve their financial performance. To help us provide the highest quality products and services, PFR has created strategic alliances with some of the nation’s top retirement plan specialists.

Asset Management

Prism Financial Resources can help your organization achieve its financial goals through superior asset management services. Our investment specialists will work with you to develop an asset management plan that matches your objectives, investment style and tolerance for risk.

Worksite Education

Prism Financial Resources’ financial education program is a low-cost benefit that delivers outstanding value to your organization and your employees. Our programs can help you recruit and retain top employees, improve employee productivity and increase your retirement plan participation and funding.

 

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