OUR SERVICES
Making Informative Financial Decisions

PLAN
Discover Your Path

We believe that our true value lies in our perspective, understanding, and advice with integrity. We are committed to providing our clients with investment management and strategic wealth planning that is tailored to their unique needs. Our goal is to become your trusted advisor, providing you with the guidance and support you need to make informed financial decisions.

Our process often begins with a simple conversation. We understand that sometimes all you need is a professional perspective or a sounding board to help you make sense of your financial situation. We provide a guiding hand from start to finish, helping you navigate through tough financial decisions and providing you with the clarity and confidence you need to move forward.

Our approach is designed to ensure that you have a clear understanding of your financial situation and the options available to you. We work closely with you to develop a sound plan that is tailored to your unique needs and goals. Our commitment to integrity means that we always act in your best interests, providing you with honest and transparent advice that you can trust.

So, whether you're just starting your financial journey or looking to make some changes to your existing plan, we're here to help. Our process is designed to provide you with the guidance and support you need to achieve your financial goals and build a secure future for yourself and your family.

INVEST
Accumulate, Grow, Preserve

Many clients will ask, what is your approach to investments? We have selectively aligned ourselves with a diverse range of strategic partners to offer tailored investment solutions to our clients.

None of our investment partners have an ownership interest in Prairie Wealth, and vice versa. That's on purpose. It allows us to collaborate and work in partnership to find the best solutions for our clients, and remain impartial and unbiased.

We focus on our strengths in financial planning and align clients with the right investment solutions, and allow portfolio managers to focus on their strengths of managing money - whether for growth, income or preservation of capital.

INSURE
Protect Your Legacy

Insurance can be an effective tool to manage risk. It costs money, but provides peace of mind. People typically understand the importance of insuring their "biggest asset" against potential loss. That's why so many people buy house insurance in case of a fire or flood.

But unless you live in an incredibly expensive house, your biggest asset isn't your home, but rather your earning power.

Case in point: Assume a 25 year-old starts out earning $30,000 per year, and is able to increase his/her salary by 5% per year until retirement at age 65. Their career earnings would total over $3.8 million.

While it is important to save for retirement, any sound financial plan will address the potential risk that could stop all this earning power dead in it's tracks. And a premature death would certainly do it. Likewise, a disability or critical illness can wreak havoc on even the best of retirement plans. For family members who are counting on your earning power, your unplanned illness or demise impacts their futures too.

The good news is we can help properly protect you and your family from undue hardship. Our insurance partners all have a range of insurance options to fit your needs. We know their sweet spots and where some may be a better fit over others.

At Prairie Wealth, we also recognize that sometimes you just can't cover every possible risk. We get it. That's why we customize our life & health solutions to get the most mileage for your hard earned premium dollars.

No matter your personal situation—if you’re single or in a family; a professional or a seasonal employee; an executive or small business owner—we will work together to design a customized plan.