Financial plans created at the intersection of

integrity &

We specialize in retirement strategies that reflect our commitment to your dreams for the future.


Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

Our 3-Step Plan

Tailored For You


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Using the Prism Wealth Management Clear Retirement Solution, we’ll examine your current financial situation and determine your retirement needs.


Receive a custom strategy to help you reach your unique retirement goals.

The Second Act
Retirement isn’t the final chapter in the
book of life. But rather, a new beginning.


“Our goal is to help you manage your finances so you can pursue your goals.

Robert Dodaro | founder