Retirement Confidence. Prism Perspective.
Prism Wealth Management
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.
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.
Income Planning
At Prism Wealth Management, we help you turn your savings into a steady, tax-efficient income stream through all three phases: accumulation, distribution, and preservation. Let’s make your retirement strategy smarter and more efficient.
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.
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to Wooster, Ohio and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Generational Vault
A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view.
Insurance Solutions
Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.
Clear Retirement Solution®
Changing the way people think about their finances by providing trustworthy advice rooted in the belief that unique circumstances require unique solutions.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.