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PRISM Wealth Advisors, LLC

Name: PRISM Wealth Advisors LLC
Address: 208 S. Dodge St., Algona, IA, 50511-2737, US
Telephone: 515-295-9513

208 S. Dodge St, PO Box 675
Algona, IA 50511-2737

Phone:

515-295-9513 800-288-6669

Fax:

515-295-4374

E-mail:

pbh@berthelrep.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

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Personal Retirement Income Savings Map

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

That's where PRISM Wealth Advisors, LLC can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.

Be sure to visit Our Investment Philosophy.

Check out our updated content that we think you'll find beneficial:

Newsletters

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Calculators

LTCI Cost of Waiting

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Home Affordability

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Disability Income Insurance

How much Disability Income Insurance do you need?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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