PRISM Group














Roberto Costa, CFP®, MSFS, AEP, CAP
Retirement Planning 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 a managing partner, Roberto (Bert) Costa, CFP®, MSFS, AEP, CAP, and an 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 calendars (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.
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

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