Comprehensive Planning

PrairieView provides integrated wealth management services that are fundamental to our business philosophy and is what distinguishes us from other advisors.

Stock Option and Restricted Stock Planning

 
Our clients often have the opportunity to receive alternative types of compensation in addition to direct cash. These more creative plans may include the well known 401(k), pensions and profit-sharing plans as well as employee stock options (both incentive and non-qualified), restricted stock, deferred compensation, phantom stock and performance unit plans.

PrairieView has developed comprehensive strategies to manage and integrate these very complex and tax-sensitive compensation arrangements. Our experience and expertise adds extraordinary value to our relationships by increasing our clients’ likelihood of meeting both their short- and long-term financial goals.