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We believe there is no such thing as simplistic advice for business owners. Life -- and business -- are too complex for that. We are Prism Financial Concepts, an integrative planning firm. We work at the intersection of business and personal to help entrepreneurs navigate decisions about capital, resources and investments. Unlike conventional financial advisors, we tend to your business first, offer a team of expert CXOs and actively involve you in the process. When you partner with us, you will be more confident, smarter and more decisive.

Address
5020 E. Shea Blvd
Suite 240
Scottsdale, AZ 85254

Phone
480-661-1236
Fax
480-702-2064
Email
info@prismfc.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Prism Financial Concepts is DBA of Prism Investment Management, Inc.(“PIM”). PIM is a registered investment adviser offering advisory services in the State(s) of Arizona, California and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PIM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of PIM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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