Prizm Financial Advisors, Inc. is dedicated to helping you achieve every one of your lifetime financial goals. We utilize our proprietary process entitled Comprehensive Financial Solutions™ that successfully eliminates the fear, anxiety, and hassle pertaining to your financial affairs. We offer you a one-source solution for the management, growth and preservation of your wealth. We are consistent in our process, steadfast in our philosophy and unwavering in our integrity, as we serve and relate to our clients. Our financial service professionals have extensive experience and the ability to deliver effective, timely and unparalleled financial solutions.
1.We thoroughly develop your personal financial profile through individual consultations with you. We take into account your individual investment needs and objectives, risk tolerance, and time frame.
2.We develop a personalized asset allocation policy based on your needs and objectives. This policy seeks to maximize your investment returns while minimizing your risk through the carefully diversified allocation of your assets.
3.We implement your asset allocation policy by investing in a well-diversified portfolio. As independent financial advisors, we utilize the entire universe of investment vehicles in an objective and unbiased manner. This gives us added flexibility and creativity in structuring your investments.
4.We carefully monitor your investments on an ongoing basis to ensure that they remain consistent with your life’s goals and objectives. Financial decisions are not one time events – as life changes, so must too your financial strategy.
5.We will communicate with you on a regular basis and provide comprehensive reports for each of your accounts. Furthermore, we provide you with the highest level of personalized service, including regularly scheduled meetings, newsletters, and workshops.
Dean Zayed Dean received his Juris Doctor degree from Northwestern University[...]
Mark D. Perkins Mark Perkins is a Principal of the firm and concentrates his practice in Estate [...]
Sharon Stone Accounting and HR Specialist. Call Sharon (630) 665-4848 Ext 14
Linda Cannizzo Legal and Administrative Assistant. Call Linda (630) 665-4848 Ext 10
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our 7 Point Committment To You
To conduct our business according to the highest standards of honesty, integrity, and fairness.
To continually maintain that your best interests are the foundation of your financial planning.
To provide a consistent and structured approach to your financial needs that will result in an integrated and customized solution for you.
To recommend the services and products that best suit your stated financial needs and objectives.
To invest any funds that you entrust to us in a sound and prudent manner, consistent with your financial profile.
To communicate with you in a timely and accurate manner.
To review your financial progress on an ongoing basis to ensure that your financial plan continues to evolve with the stages of your life
