PRISM Group

Roberto Costa, CFP®, MSFS, AEP, CAP        
Retirement Planning Specialist

Randy S. Kurland, CPA, MBA, PFS
Retirement Planning Specialist
Qualified Plan Specialist

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.

Lease Payment

How much would your monthly lease payment be?

Savings Accumulation

Estimate the future value of your current savings.

Car Affordability

How much can you afford to pay for a car?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

The Consumer Price Index and You

Inflation is a long-term, sustained rise in the general level of prices, as measured by the Consumer Price Index (CPI).

The World Is Your Oyster

If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

More Newsletters →