"No man ever steps in the same river twice, for it's not the same river and he's not the same man."- Heraclitus

BIOGRAPHY

Since the inception of ERISA, employers and employees alike have been held captive by the self-serving interests of the insurance companies, mutual fund houses, and financial institutions. Qualified retirement plans (401k, profit sharing, 403(b), 457, ESOP, Cash Balance, Traditional Defined Benefit) can be effective vehicles if properly constructed, appropriately priced, competently administered, professionally investment managed, and thoughtfully presented to employees. The ultimate goal for all parties is to understand exactly:


  • "Why a Qualified Plan?"
  • "Who Will Benefit?"
  • "How Much Will it Cost?"
  • "Do the Participants Understand it?"



OUR PHILOSOPHY


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The Prizant Group was formed to provide our clients with a true, independent advocate for their company retirement plan. We believe that goal is accomplished every day.


Sanford J. Prizant

Founder/President

A NOTE FROM OUR PRESIDENT

Founder of The Prizant Group, Ltd., Sanford J. Prizant has over a 30 year working career in financial services garnering experience in real estate, reinsurance, mortgage lending, investment advice, and pension consulting. Furthermore, he taught 5th graders (the most challenging career of all!).He spent 12.5 years with Howard Simon & Associates (largest independently owned TPA in Chicago) and attained the title of Senior Vice-President. During his time, he became an expert in the marketing, designing, implementing, and managing retirement plans for the small-mid size marketplace (i.e. medical practices, law firms, privately-owned enterprises, and not-for-profit organizations). Sanford has Series 7, 63, 65 and State of Illinois life, accident/health, and variable annuities licenses. He has served as a Chairman/FINRA arbitrator for over 20 years. A proud graduate of Northwestern University (B.A. History) and National-Louis University (M.A.T. Elementary Education). He resides with his wife, Juli, (empty nesters finally!)

Dexter (Lab/Husky) and Blanche (Lab/Pointer) in Deerfield. Sanford enjoys hiking, biking, swimming, yoga, meditation, cooking, and "harassing" his wife and three sons. His charitable work includes: developmental board for Cures Within Reach,  being a founding board member of:The Center for Enriched Living, Gus Giordano Dance Company, and Deerfield AYSO. He was soccer coach, referee, and safety director. He was honorably discharged with the rank of Staff Sergeant from the Illinois Air National Guard.

 

OUR MISSION STATEMENT

The Prizant Group, Ltd. strives to deliver exceptional, intelligent, and transparent  retirement plan consulting services to  the small-mid size business environment. We engender to create long-term relationships by treating our clients with respect, dignity, and honesty.


Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St., Decatur, IL 62522. 217-425-6340.  
The Prizant Group Ltd. is independently owned/operated and is not affiliated with Investment Planners,Inc. or IPI Wealth Management, Inc. You cannot invest directly into an Index. Returns represent past performance and are not a guarantee of future results. Check the background of this investment professional:
http://brokercheck.finra.org/Firm/Summary/18557