Jeff Engelman

About Jeff Engelman

My passion and motivation are helping others create the lifestyle they envision and a legacy that impacts future generations. While my team and I work with a variety of individuals and families, we focus on helping corporate executives and business owners address the complexities of their professional and personal finances.For our Corporate Executive clients, we often focus on maximizing their compensation structure and creating financial independence. As wealth grows, we implement strategies to minimize our client’s tax burden and manage their risk appropriately. For our Business Owner clients, we address both their company and household needs. From managing their company\'s retirement plan, buy/sell agreements and key-person insurance to corporate cash management, succession planning and financial planning, we take a holistic approach to each person’s entire financial well-being.You’ll find that working with PRISM Financial Strategies is different. Our independence is the cornerstone of the service and advice we provide our clients. Without bias in the financial products we recommend, we are able to truly focus on the needs and best interests of each and every client in our care. Each person, family and company we work with is serviced by a team of professionals, each with specific areas of expertise. I trust that you will quickly recognize and experience the difference in working with the team at PRISM Financial Strategies. I invite you to visit our website to learn about our team https://prismfinancialstrategies.com/.Outside the office, my family is my life. My business partner and incredible wife Amy Shroff is the glue that holds it all together. Along with our three kids, we enjoy spending time in the nature that is all around us. We’re also active in our faith community at Good Shephard Catholic Church and our children’s Catholic schools. I welcome your invitation to connect. Please never hesitate to reach me at j•••@prismfinancialstrategies.com or (72••••••42.

Experience

1. Certified Financial Plannertm Certified Investment Management Analyst Managing Partner

   Prism Financial Strategies

   Sep 2000 — Present

   Financial PlanningOne of the most important components of a successful financial relationship is truly understanding who you are. To do this, we must first determine where you are today and learn about where you would ultimately like to be financially. Together, we will create a financial plan that addresses all aspects of your financial well-being. Utilizing a disciplined approach, we will develop a cohesive strategy to meet your goals and needs. Once implemented, we will chart the ongoing process of your goals and communicate that to you on a regular basis.Investment ManagementWe will work with you to design your portfolio specifically for your unique objectives, risk tolerance and time horizon. Many of our clients have different buckets of money earmarked for their various goals, which we’ll independently manage for you. We will keep you abreast of economic and investment trends that may affect your portfolio and will actively make changes as opportunities present themselves. Our duty is to help you avoid the common pitfalls of investing, so you can stay focused on your financial objectives and remain committed to the established long-term financial plan.Risk MitigationThroughout the financial planning process it is important to protect assets from the devastating impact of unforeseen events such as substantial market losses, major health expenses or loss of income. One large, unforeseen event has the power to derail your entire financial plan and drain you of your hard-earned assets. Comprehensive risk management planning will provide you with peace of mind through the thoughtful use of financial strategies and tools designed around your individual needs. Mitigating these types of risks helps reduce significant financial losses and strengthens your opportunity for financial success.

Education

• Doane University

  Business Administration

  1997 — 1998

• University of Nebraska at Kearney

  Bachelor of Science, Finance

  1998 — 2001

Skills

• Life Insurance
• Finance
• Multi-Generational Wealth Transfer
• Commodity Markets
• Real Estate Investment Consulting
• Institutional Investments
• Etfs
• Hourly Financial Planning
• Cash Flow Forecasting
• Investments
• Social Security
• Insurance Review and Analysis
• Hedge Funds
• Long Term Care Insurance
• Flat Fee Financial Planning
• Holistic Financial Planning
• Retirement Planning
• Behavioral Finance
• Employee Stock Options
• Strategic Planning
• Managed Futures
• Financial Analysis
• Business Planning
• Wealth Preservation Planning
• Wealth Management
• Wealth Accumulation Strategies
• Dimensional Fund Advisors
• Estate Planning
• Alternative Investments
• Buy-Sell Agreements
• Bonds
• Strategic Financial Planning
• Executive Compensation Planning
• Financial Advisory
• Monte Carlo Simulation
• Portfolio Management
• Investment Management
• Variable Annuities
• Small Business
• Options