(833) 275-1682 (Spencer)   (800) 772-8809 (Spingfield)   Client Access

People You Trust. Planning That Works.
Check My Risk Tolerance Request Appointment
  • Home
  • Who We Are
    • Springfield Staff
      • Dave Milbrath, CFP®
      • John Mueller, PPC®
      • Jordan Milbrath, CFPA™
      • Molly Meendering
      • Jo Reiner
      • Diane Kretsch
      • Sara Bast
    • Spencer Staff
      • Cole Milbrath
      • Alex Johnson, CFP® AIF®
      • Leonard Langner
      • Rhonda Maassen
    • About Us
      • Our Firm
      • Office Locations
  • Products & Services
    • Financial Services
      • Comprehensive Financial Planning
      • Retirement Planning
      • Estate Planning
      • Business & Farm Succession Planning
      • Individual Retirement Accounts (IRAs)
      • Employer Sponsored Plans
      • Portfolio Management
      • Wealth Accumulation & Preservation
    • Investment Services
      • Mutual Funds
      • Variable Annuities
      • Fixed Annuities
      • Stocks
      • Bonds
    • Insurance Services
      • Life Insurance
      • Long-Term Care Insurance
  • For Clients
  • Get a Quote
  • Resources
    • Market Watch
    • Financial Charts
  • Locations
  • Contact
  • Home
  • Who We Are
    • Springfield Staff
      • Dave Milbrath, CFP®
      • John Mueller, PPC®
      • Jordan Milbrath, CFPA™
      • Molly Meendering
      • Jo Reiner
      • Diane Kretsch
      • Sara Bast
    • Spencer Staff
      • Cole Milbrath
      • Alex Johnson, CFP® AIF®
      • Leonard Langner
      • Rhonda Maassen
    • About Us
      • Our Firm
      • Office Locations
  • Products & Services
    • Financial Services
      • Comprehensive Financial Planning
      • Retirement Planning
      • Estate Planning
      • Business & Farm Succession Planning
      • Individual Retirement Accounts (IRAs)
      • Employer Sponsored Plans
      • Portfolio Management
      • Wealth Accumulation & Preservation
    • Investment Services
      • Mutual Funds
      • Variable Annuities
      • Fixed Annuities
      • Stocks
      • Bonds
    • Insurance Services
      • Life Insurance
      • Long-Term Care Insurance
  • For Clients
  • Get a Quote
  • Resources
    • Market Watch
    • Financial Charts
  • Locations
  • Contact

Get a Quote

Quote Request Form

Please select what type of custom quote you would like us to provide. (* denotes required)
1 Information
2 Verification
  • Personal Information

  • Life Insurance Policy Information

  • Tell Us About Your Work

  • Disability Policy Information

    Disability insurance helps replace income lost because of an accident or illness. One survey found that 43% of people aged 40 will suffer a disability of at least 90 days before they reach age 65. – 2000 Field Guide, National Underwriter
  • Long-Term Care Policy Information

    One of the greatest potential risks faced by America’s elderly is the need for long-term care. Long-term care insurance transfers a portion of the risk of long-term care expenses to an insurance company helping to protect you and your family from potentially devastating expenses.
  • Spousal Information

  • Date Format: MM slash DD slash YYYY
  • Spousal Long-Term Care Policy Information

  • Additional Information

  • 401(k) Plan Information

    The most common employer-sponsored retirement plan is the 401(k) plan. The 401(k) plan is a defined contribution plan. It allows employees to make pre-tax contributions, and the funds contributed plus any earnings accumulate tax deferred.
  • Investment Options

  • Information Request

    In our experience, we have found that there are several roadblocks — lack of goals, inappropriate investments, and procrastination — that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks.
  • This field is for validation purposes and should be left unchanged.

Account Access

Please select your service
AccountView
Albridge Solutions
American Funds
Franklin Templeton
John Hancock

Springfield Office

  • (507) 723-4811

  • (800) 772-8809

  • (507) 723-5950

  • 101 N. Marshall Ave.
    PO Box 205
    Springfield, MN 56087
    View All Locations

Spencer Office

  • (712) 262-2600

  • (833) 275-1682

  • (712) 262-2600

  • 122 W. 5th St.PO Box 7980Spencer, IA 51301View All Locations

Follow Us on Facebook

Prairie Plans
  • Who We Are
  • Products & Services
  • Resources
  • Client Area
  • Contact
©2021 Prairie Plans Asset Management - All Rights Reserved.
IMPORTANT CUSTOMER INFORMATION

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, IA, MN, SD, WI.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representative and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Privacy Policy

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of this firm on FINRA's BrokerCheck.