Retirement Planning
Retirement planning involves an analysis of the various choices you can make today to help provide for your financial future. To make appropriate choices, you need to predict -- as well as you can -- your future economic circumstances. You'll also need to establish your post-retirement goals. When you've determined how much of an income stream you'll probably require in the future, you'll be in a position to make wise choices now about income, savings, investments, and employer-sponsored or other retirement plans.
We tailor your retirement planning to your own unique circumstances.
It’s never too early to start planning for your retirement. The sooner you start, the stronger the foundation for your retirement income will be.
For some people, retirement may be an eagerly anticipated event. You now have the opportunity to enjoy so many things that working may have precluded, such as travel, hobbies, and more family time.
Whether you are financially comfortable or are of limited means, retirement planning is possible and Prism can help you navigate the retirement planning process.
For some people, retirement may be an eagerly anticipated event. You now have the opportunity to enjoy so many things that working may have precluded, such as travel, hobbies, and more family time.
Whether you are financially comfortable or are of limited means, retirement planning is possible and Prism can help you navigate the retirement planning process.
Prism can assess your financial health and help you formulate a plan that fits you and your family’s needs.
Together, we will review your personal situation and items such as:
- How to determine your retirement income needs
- How to save for retirement
- What you should know about distributions from IRAs and other retirement plans
- How Social Security and other government benefit plans impact your retirement planning
- Navigating your vision for retirement, as well as your significant others
- How to adjust your strategy and portfolio
We are an independent advisory firm
Independence Is Its Own Reward
As an independent advisory firm, Prism Capital Management is not pressured by a parent company to direct you into their proprietary products. As a result, we have the freedom to provide you with a wide variety of investment choices from among the best that the financial services industry has to offer. And as a Registered Investment Advisor with the Securities Exchange Commission, we have a fiduciary responsibility to always put your best interests ahead of ours. You never have to worry about a conflict of interest when we make a recommendation.
As a fiduciary, we're different from other advisors.
As a Registered Investment Advisor regulated by the U.S. Securities And Exchange, Prism Capital Management LLC works exclusively for you, putting your interest first in all we do. Working as your advisor, we are a fiduciary and must always protect your best interests and disclose to you any conflicts that could prevent us from serving your best interests.
Our Process
Realize your wealth's potential
Schedule Your Retirement Consultation
Send us a note below to meet with Prism Capital Management and discuss how we can help you make the most of all that you own, now and for decades to come!