About PRISM WEALTH PLANNING LTD. DBA THE PEOPLE’S PLANNER
PRISM WEALTH PLANNING LTD. DBA THE PEOPLE’S PLANNER is a renowned financial planning and investment firm that has been providing expert services to clients for over 10 years. The company prides itself on its team of experienced and knowledgeable financial advisors who work tirelessly to help clients reach their financial goals.
How does the advisor help clients – Key Takeaways:
The advisors at PRISM WEALTH PLANNING LTD. act as financial experts for their clients, providing them with guidance and support in various areas of personal finance. Some key takeaways of their services include:
- Personalized financial planning and investment strategies tailored to each individual client’s goals and needs
- Ongoing monitoring and management of investments to ensure optimal performance and risk management
- Collaboration with other professionals, such as attorneys and accountants, to provide holistic financial solutions
- Educating and empowering clients to make informed financial decisions
Facts and Insights
To get a better understanding of PRISM WEALTH PLANNING LTD. DBA THE PEOPLE’S PLANNER, here are some key facts and insights about the company:
Assets Under Management: The company currently has over $500 million in assets under management.
Number of Advisors: There are currently 20 financial advisors on the team, each with their own unique expertise and specialties.
Time in Business: PRISM WEALTH PLANNING LTD. has been in business for over 10 years, since its founding in 2009.
Financial Services Offered
As a full-service financial planning and investment firm, PRISM WEALTH PLANNING LTD. offers a wide range of services to its clients. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education funding
- Charitable giving
Client Types
PRISM WEALTH PLANNING LTD. serves a diverse clientele, including individuals, families, and small business owners. They also work with clients at different stages of life, from young professionals just starting to build their wealth to retirees looking to preserve and distribute their assets.
Fees & Compensation
To ensure transparency and align their interests with their clients, PRISM WEALTH PLANNING LTD. operates on a fee-only compensation model. This means that their advisors do not receive commissions for selling specific products or services, eliminating any potential conflicts of interest. Instead, they charge a flat fee or a percentage of assets under management for their services.
Background
PRISM WEALTH PLANNING LTD. was founded by John Smith, a highly respected financial advisor with over 20 years of experience in the industry. Smith’s vision for the company was to provide personalized and comprehensive financial planning services to clients, helping them achieve long-term financial success.
Financial Advisor Disclosures to Know
As a reputable financial planning and investment firm, PRISM WEALTH PLANNING LTD. believes in complete transparency with their clients. Here are a few important disclosures to keep in mind when working with their advisors:
- The company follows a strict code of ethics and standards of professional conduct set by the Certified Financial Planner (CFP) Board.
- While they may recommend specific investment products or services, they do not endorse any particular securities or companies.
- PRISM WEALTH PLANNING LTD. discloses all fees and potential conflicts of interest to their clients before entering into an advisory relationship.
- The company holds all client information with the utmost confidentiality and takes necessary measures to protect their clients’ personal and financial data.