C: 215-579-0966 E: rob@prismadvisoryllc.com Many think that their financial situation only happens to them. The reality is no matter what your financial situation is, someone else has experienced the same hurdles you have occurring.We apply focused energy and patient reflection to the process of translating financial planning into action steps. We present clients with a comprehensive customized financial plan which we refine and update over time to reflect changes in their needs and circumstances.Our team includes a dedicated, veteran Research Analyst whose knowledge and experience yield the most current and insightful investment strategies and recommendations. We employ a blend of quantitative historical performance data and quantitative efforts regarding money management, hedge funds, and mutual fund portfolio managers.Ultimately, we help our clients sleep better knowing that everything is going to be OK.Services We Offer:Retirement PlanningEstate ConservationAlternative Investment StrategiesAsset AllocationBusiness Needs AnalysisLife, Disability, and Long-Term Care Insurance ExpertsTax Loss HarvestingSecurities offered through PKS Investments,LLC Member of FINRA/SIPC