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THE STORY
PrairieView Partners was founded by four individuals – Jonathan Jaranson, Kristy Schaffer, Thomas Irwin, and Bo Aylin – searching for a better way to serve clients. Each of us, all formerly associated with a large advisory firm , took different paths to the financial planning industry – Jonathan as an investment analyst, Kristy as a CPA, Tom as a lawyer/CPA, and Bo as a stockbroker. We think that we have come to understand, through experience, what people need and want from a wealth manager:
1. An intelligent and disciplined investment strategy
2. Truly integrated financial planning
3. A “trusted partner” to provide highly personalized, unbiased, ongoing advice
We promise this to all of our clients!
You might need PrairieView Partners if you are looking for a financial partner who will:
- Evaluate your investments objectively and establish and manage a portfolio that optimally matches investment returns with your tolerance for risk
- Determine if you are on-track to retire comfortably
- Provide expert tax planning advice, tax return preparation, and represent you before IRS
- Work with you to develop an estate plan that reflects your wishes for passing on wealth
- Ensure that you have appropriate insurance coverage
- Analyze your stock options, retirement plans, and other compensation plans
- Develop a plan to pay for your children’s college educations
- Coordinate every aspect of your financial life efficiently and effectively
We will meet with you as often as you wish, and always be available to answer your questions.
PrairieView Partners is owned by individuals who bring together a diversity of knowledge and experience without the bias of a particular profession. This, we believe, is foundational to providing objective and integrated advice, is uncommon in the industry, and is what sets us apart from our competition.
We believe bigger is not better. We are committed to remaining small enough to provide personal one-on-one attention to everyone we work with. The education and experience of our partners, our approach to investing, our integrated financial planning process, and our commitment to personal service, results, in our view, in a superior and seldom found wealth management experience.
Come check out the PrairieView. WHY?
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