You're all about giving back to the community. So are we. When a SWOOPer or friend of SWOOP works with us, we donate 10% of any compensation back to SWOOP!! Give us a call. If we don't know the answer, we'll find someone who does. For more information about who we are and the services we provide, check out our website.
Lorraine Johnson and Jessica Lamb are pleased to announce that they have joined forces to form a company that is all about you. At Prism Financial Solutions, we offer a full spectrum of investment, insurance and financial planning services. We recognize that one-size fits-all financial solutions really don't fit all. Business owners, individuals, and the people they care about require customized financial strategies. We focus on the big picture and the smallest details so that you can focus on what's important to you: Living your life.
• I want to simplify my financial situation! Is there someone who can help me look at everything I have, what I want to accomplish, and what I might need to change to get there?
• How do I make sure my partner is taken care of if anything happens to me?
• I own a business. What benefits are available that will keep my employees here and still be cost effective for me? And is there a way to put a plan in place that will primarily benefit me and perhaps a few key employees?
• It's just me. What do I do to protect myself if I'm ever disabled or need long term care?
• My partner moved in with me and we've been in the house I own for several years. I'd like to make her the joint owner of the house. Are there tax or legal issues that we should consider before moving ahead?
What are your questions? We'd like to know.
Vision. Insight. Foresight.
We're here to help
you bring it all into focus.
Prism Financial Solutions. Your financial future in a whole new light.
1616 E. Millbrook Rd., Ste 250
Raleigh, NC 27609
919-755-8673
919-501-2039 (fax)
info@prismfin.com