Timothy B. Shmidl, CFP^®

Tim Shmidl of Prism Financial Group, LLC., offers financial planning and investment advice on a fee for service basis. Tim has refined his approach to financial planning to accommodate both business and personal clients. As a result of his expertise, Tim was invited into an alliance with Mize, Houser and Company, P.A., a large, regional accounting firm. Mize, Houser has committed to providing clients with options and services that will present their most trusted business and financial advisors working as a team. Tim has developed a successful financial planning practice that continues to grow through referrals from his existing clients as well as other professional advisors. Tim has been awarded the DALBAR Seal, evidence of his strong commitment to providing outstanding service to his clients. Professionals who earn the DALBAR rating are highly rated in the areas of trust, quality, performance and satisfaction. On several occasions, Tim has provided expert financial planning advice to clients, which has been published in local newspapers and national magazines. "It is more profitable to build a high quality ongoing service than it is to maximize profit at every single opportunity." - Tim Shmidl

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Insurance, Job Loss, Retirement, Succession Planning, Sudden Wealth, Women's Finances