The PRISM GROUP of NORTH FLORIDA
Focused on our client's financial success

Hi. We are The PRISM Group of North Florida, Inc. Welcome to our Web site.

The PRISM Group serves the business and professional community by providing comprehensive financial planning and benefits. We have experience and knowledge in the areas of 'Risk Management', 'Financial Planning', 'Business Planning' and 'Investments' and provide these services with the highest level of integrity, excellence and world-class service. We acknowledge our need for strategic alliance partners in subject matters complimentary to the services we provide. Our focus is our client's financial success.

The PRISM Group has 2 managing partners, Roberto (Bert) Costa, CFP®, MSFS, AEP, CAP and Randy S. Kurland, CPA, MBA, PFS, and a marketing associate, Alex P. Cooper. To get to know us better, please see biographies in the 'Associates' section. The PRISM Group's registered assistant, Susan Youngblood, manages client service and all administrative concerns, including managing our calandars (setting up appointments).

Thank you for visting our Web site! Stay awhile and browse its many features!

Fee-Based financial plans are offered through AXA Advisors, LLC.

AXA Advisors and its representatives do not offer tax or legal advice. Please consult with your tax and/or legal advisors for your particular circumstance.

CFP® , CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Financial Plans are offered through AXA Advisors Estate Planning is funded through the use of life insurance and other financial products.