How do I build a plan for retirement?
We get that question a lot. In addition to the financial planning Mize CPAs Inc. provides 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, L.L.C. Prism is an independent advisory firm offering both financial planning and investment management 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.
Prism’s financial advisors maintain the CERTIFIED FINANCIAL PLANNER™ Professional designation, a title awarded to individuals who complete rigorous academic and professional requirements. The areas of concentration include personal financial planning, risk management, investments, tax planning, retirement planning, and estate planning.
As CFP® Professionals, they are held to the highest possible standard: The Fiduciary Standard. The Fiduciary Standard includes placing the interests of the client above the interests of the CFP® Professional and the CFP® Professional’s firm.
The professionals at Prism work as a team in analyzing and developing your financial plan and investment portfolio. Their asset management and investment 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 you seek with financial planning and wealth management.