Financial Planning

In addition to the financial planning we provide through our accounting and tax services, many of our high net-worth individual and business owner clients work with our related company, Prism Financial Group, LLC. Prism is an independent advisory firm offering both financial planning and investment advice on a fee-for-service basis. This combination allows for a comprehensive, tax-sensitive approach to assisting clients with their financial goals – often reaching across generations.

The professionals at Prism work as a team in analyzing and developing your financial plan and investment portfolio. Their recommendations are based solely on your specific needs, circumstances and goals.

Is your financial advisor working with your tax professional to develop a coordinated plan to reach your financial goals?  If not, give Prism Financial Group a call at 913.345.1444 or visit the Prism website to learn more about how their professionals can provide the peace of mind that you are seeking with your financial affairs.

 

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