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Prism Financial Group LLC

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United States
Overland Park, KS
Prism Financial Group LLC

Our firm provides comprehensive fee-based wealth management services to business owners, corporate e A registered Broker/Dealer, member FINRA, SIPC.

OUR FIRM provides comprehensive fee-based wealth management services to business owners, corporate executives, professionals, and other affluent clients. We utilize a team approach in analyzing and developing a client’s financial plan and investment portfolio. Our recommendations are based solely on your specific needs, circumstances, and goals. The firm is registered as an Investment Advisor with

the Securities and Exchange Commission. Our professionals are Certified Financial Planner(tm) licensees and active members of The Financial Planning Association. OUR CLIENTS share in the realization that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow. They are individuals and business owners who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually have little desire to manage all of the aspects of their financial affairs. They want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial. They are highly motivated to work with a professional advisor, not a sales representative. OUR PHILOSOPHY is to provide our clients with the highest level of service and technical expertise in the management and preservation of wealth. The entire staff of Prism Financial Group is firmly committed to this philosophy. www.prismfg.com

Securities offered through Cambridge Investment Research, Inc. Cambridge Investment Research, Inc. is not affiliated with Prism Financial Group, L.L.C.

09/03/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

09/01/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

08/27/2026

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

08/25/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

08/20/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

08/18/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

08/13/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

08/11/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

08/06/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video discusses issues related to your retirement accounts when you move on from your job.

08/04/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Address

7101 College Boulevard, Ste 900
Overland Park, KS
66210

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+19133451444

Website

http://www.PrismFG.com/

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