We help people make smart choices about their money so they can accomplish their goals for the reasons that are important to them. Prizm Financial is a comprehensive financial services firm with a mission to help clients work toward their financial goals.. Our primary goal is financial guidance with a focus on reducing risk that can provide stability and comfort in retirement. We help families get their “financial house in order,” and keep it there, so that they have higher probability to accomplish their financial goals now and in retirement. We make a difference, helping coach people who believe money is important but that there are things in life more important than money. Specialties: “We help people make smart choices about their money so they can work toward their goals for the reasons that are important to them” Investment advice and financial planning offered through Financial Advocates Investment Management, a registered investment advisor, DBA Prizm Financial Group. Financial Advocates Investment Management and Prizm Financial Group are separate entities. Third party posts found on this profile do not reflect the views of Financial Advocates Investment Management and have not been reviewed by Financial Advocates Investment Management as to accuracy or completeness.