STRATEGIC INTEGRATION
PrairieView Partners provides integrated wealth management services. The concept of integration is fundamental to our business philosophy and is what distinguishes us from other advisors. We believe that virtually all financial decisions are linked and effective financial planning cannot be carried out in isolation.
Financial planning is too often completed by people from separate professions -- CPAs, lawyers, stockbrokers, and insurance agents. The end result is that no one looks at the big picture.
Unlike traditional financial businesses, PrairieView Partners employs a business model that is intentionally designed to bring together multiple professional disciplines. Ours is, in fact, a “new” profession that operates unlike the disparate law, accounting, investment, and insurance businesses. Instead of approaching financial planning in a piecemeal way, we manage the entire process by serving as the center point for all financial and investment matters. We maintain open lines of communication and make sure every decision is analyzed for its investment, cash flow, tax, legal, and estate implications.
The shift from pension plans to self-directed 401(k)s and IRAs, along with other changes in financial markets over the last 20 years, has led to a need for comprehensive financial planning among middle and upper-middle class individuals. People simply do not know where to turn for this kind of financial advice.
Instead of retaining a variety of professionals from different disciplines and hoping they will work together, as a client of PrairieView Partners we will be your investment and financial “quarterback.” We identify issues, unlock opportunities and provide sound advice. We even coordinate the services of attorneys and other advisors. |
