My Value Proposition is to provide a realistic road map with options for achieving the desired outcome. My true benefit to clients is incorporating these sometimes conflicting requirements into a coherent plan that realizes your unique situation while maintaining a steadfast focus on the primary objectives.

There are also several factors that separate Prizm Wealth Management from the rest of the financial services industry, and they are outlined below.

• As a “Baby Boomer” I realize the unique challenges we face as the “sandwich generation”,balancing a work career with demands from children and parents alike. Deciding how to allocate limited resources between college tuition for a child, or caring for an aging parent while saving for your own retirement can cause stress and strain relations within the strongest of families. We are here to offer help and guidance.
• We have gained the trust and respect of our local community by providing customized financial solutions to our clients that are tailored to their precise needs and goals.
• We create flexible plans designed to assist clients in realizing their goals and make annual adjustments to help ensure the plan's ultimate success.
• We give back to our community by serving on Boards for the city, non-profits and religious organizations. Everyone is more successful when ideas and knowledge are shared and efforts are coordinated to benefit common goals and assist those truly in need.
• We are also unique in that we have a genuine desire and a personal commitment to helping each one of our client's succeed and achieve their long-term objectives.

Our unique Value Proposition is based on these five distinct pillars, which create positive outcomes for our clients, our employees and our community.