Prairie's Services

At Prairie Investment Advisors, our clients benefit from three primary services:

• Financial planning
• Investment management
• Financial consulting
   

Financial planning is your financial blueprint.

It starts with understanding you, the client, as an individual and as a family. We ask:

• What do you want your money to do?
• What are your goals and priorities?
• Are these realistic given your current situation?
• What needs to be done to allow you to meet those goals?
• Are there specific obstacles to overcome?
• Do you have a healthy relationship towards money?

From there we move into an assessment of your current financial situation.  We review insurance coverage, existing investments, assets and liabilities, and all of the details that make up one’s financial profile. The final result is a blueprint, a financial plan, to help you achieve your goals and to “simplify your financial life”.

Investment Management

Over time, we have found that a good financial plan often isn’t enough. Most individuals also need thoughtful, risk appropriate investment management; investment management structured with the individual’s interests as the first priority.

As a registered investment advisor, Prairie Investment Advisors is a fiduciary, required by law to place the interests of the client above everything else. We also comply with a higher guidance – the belief that God intended us to use our talents to help others. Prairie’s financial compensation structure is based on a client’s total assets under our management.  We do not receive sales commissions, incentive payments or brokerage fees. This gives us every incentive to see that your investments experience steady growth over time. The result is a win-win relationship. When our clients prosper, Prairie will too.

Financial Consulting

Prairie’s financial consulting services are critical for those times when you need a sounding board.  We will offer financial advice on refinancing your home, when to receive Social Security benefits, caring for aging parents, college financing and other financial concerns you may have.  You receive objective advice before you make a financial decision, which may help you avoid potential problems down the road. Prairie’s knowledgeable financial professionals provide this consulting on an hourly fee basis.

At Prairie, We Are Committed to Long-Term Relationships

We strive to work with our clients throughout their lives. Over time the experiences shared and the insights gained contribute to the success we can achieve together.

At Prairie, you will find an agile team of planners and para-planners that is serious, experienced, and competitive as well as warm, personable, and down to earth. We welcome the opportunity to show you how we can “Simplify Your Financial Life”.