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“Our commitment is to build financial plans that help our family of
clients gain the confidence they need to enjoy the early years of retirement.”

Company Intro

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We strive to empower our community to resolve life’s complex financial decisions by offering informational resources, identifying multiple solutions, and building strategies that guide people on the path towards success. Our goal is to educate retirees on how to navigate through tough financial decisions while creating a legacy that goes beyond money.

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Tax Strategies

Tax Strategies

One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.

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Income Planning

Income Planning

Income planning for retirement can be a daunting task because there’s a lot to learn. At Prism Wealth Management, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.

We do not provide legal or tax advice and you should consult an attorney or tax advisor for such advice.

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Social Security

Social Security

Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.

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Our Location

Home Office
127 E. Liberty St. Wooster,
OH 44691 Suite 300

Satellite Office - By Appointment Only
123 Broad St. Wadsworth,
OH 44281 Suite D

service@myprismwealth.com
(330) 804-0123

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Disclosure

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Prism Wealth Management LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Prism Wealth Management LLC an Investment Advisor in the State of Ohio. Insurance products and services are offered independent insurance agents. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Links to Other Sites
The inclusion of any link is not an endorsement of any products or services by Prism Wealth Management LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.

When you follow a link to one of these sites neither Prism Wealth Management LLC, nor any agency, officer, or employee of the Prism Wealth Management LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.