Comprehensive Financial Planning
Prairie Plans raises the bar when it comes to financial planning services. Prairie Plans has access to a wide range of Securities and Financial Planning offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. We strive to help identify and prioritize issues that are uncovered in the profiling and discovery process with our clients. We work to help develop and implement customized strategies that help create, seek to maintain and plan to distribute wealth for your individual situation.
Some of the services that the we offer through LPL Financial include:
- Retirement Life Planning
- Asset Allocation Modeling
- Risk Management
- Tax Management **
- Insurance Analysis
- Long Term Health Care Issues
- Charitable Planning
- Business Succession Planning
- Estate Planning
We can help you plan and manage your wealth through a comprehensive array of financial services offered through LPL Financial, including financial planning, investment management, retirement income planning, estate planning work, and insurance.
** LPL does not provide tax or legal advice