PrairieWood Wealth Management is a wealth management firm that provides financial planning and investment advisory services to individuals, families, and businesses. The firm was founded in 2009 and is headquartered in Overland Park, Kansas. PrairieWood Wealth Management has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals.
The firm's services include:
- Financial planning
- Investment advisory services
- Retirement planning
- Estate planning
- Tax planning
PrairieWood Wealth Management is committed to providing clients with the highest level of service. The firm's advisors are experienced and knowledgeable, and they are dedicated to helping clients achieve their financial goals. PrairieWood Wealth Management is a fee-only firm, which means that it does not receive commissions from the sale of financial products. This ensures that the firm's advisors are always acting in the best interests of their clients.
If you are looking for a wealth management firm that can help you achieve your financial goals, PrairieWood Wealth Management is a great option. The firm's experienced advisors are dedicated to providing clients with the highest level of service, and they are committed to helping clients achieve their financial goals.
prairiewood wealth management
PrairieWood Wealth Management is a wealth management firm that provides financial planning and investment advisory services to individuals, families, and businesses. The firm was founded in 2009 and is headquartered in Overland Park, Kansas. PrairieWood Wealth Management has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals.
- Financial planning
- Investment advisory services
- Retirement planning
- Estate planning
- Tax planning
- Fee-only firm
- Experienced advisors
- Dedicated to client service
These key aspects are essential to PrairieWood Wealth Management's success. The firm's financial advisors are experienced and knowledgeable, and they are dedicated to helping clients achieve their financial goals. PrairieWood Wealth Management is a fee-only firm, which means that it does not receive commissions from the sale of financial products. This ensures that the firm's advisors are always acting in the best interests of their clients. PrairieWood Wealth Management is committed to providing clients with the highest level of service. The firm's advisors are available to answer client questions and provide guidance on a variety of financial topics. PrairieWood Wealth Management is a trusted partner for individuals, families, and businesses who are looking to achieve their financial goals.
1. Financial planning
Financial planning is the process of creating a roadmap for your financial future. It involves setting financial goals, creating a budget, and developing a strategy to achieve your goals. Financial planning is an important part of wealth management, as it helps you to make informed decisions about your finances and plan for the future.
PrairieWood Wealth Management can help you with all aspects of financial planning, including:
- Setting financial goals
- Creating a budget
- Developing a retirement plan
- Planning for major life events, such as buying a home or getting married
- Investing for the future
By working with a financial advisor, you can create a financial plan that is tailored to your specific needs and goals. This plan will help you to make informed decisions about your finances and plan for the future.
Here are some of the benefits of financial planning:
- Helps you to achieve your financial goals. By setting financial goals and creating a plan to achieve them, you are more likely to reach your goals.
- Reduces financial stress. Financial planning can help you to reduce financial stress by giving you a clear understanding of your financial situation and a plan for the future.
- Makes informed financial decisions. Financial planning can help you to make informed financial decisions by providing you with the information you need to understand your options.
- Prepares you for the future. Financial planning can help you to prepare for the future by ensuring that you have the financial resources you need to meet your long-term goals.
If you are serious about achieving your financial goals, then you need to have a financial plan. PrairieWood Wealth Management can help you create a financial plan that is tailored to your specific needs and goals.
2. Investment advisory services
Investment advisory services are a core component of PrairieWood Wealth Management's offerings. The firm's experienced investment advisors provide personalized investment advice to help clients achieve their financial goals. Investment advisory services can help clients with a variety of needs, including:
- Growing their wealth. Investment advisory services can help clients grow their wealth by providing them with access to a wide range of investment options and by developing a personalized investment plan that is tailored to their specific needs and goals.
- Preserving their wealth. Investment advisory services can help clients preserve their wealth by providing them with advice on how to manage risk and protect their assets.
- Generating income. Investment advisory services can help clients generate income by providing them with advice on how to invest for income.
PrairieWood Wealth Management's investment advisory services are based on a thorough understanding of each client's financial situation, goals, and risk tolerance. The firm's advisors work closely with clients to develop an investment plan that is designed to meet their specific needs. PrairieWood Wealth Management's investment advisory services are fee-based, which means that clients pay a fee for the advice and services they receive. This fee-based structure ensures that the firm's advisors are always acting in the best interests of their clients.
Investment advisory services are an important part of wealth management. By working with a qualified investment advisor, clients can increase their chances of achieving their financial goals. PrairieWood Wealth Management's experienced investment advisors can provide clients with the personalized advice and guidance they need to make informed investment decisions and achieve their financial goals.
3. Retirement planning
Retirement planning is an essential part of wealth management. It involves setting financial goals for retirement, creating a plan to achieve those goals, and managing your investments to ensure that you have the resources you need to enjoy a comfortable retirement. PrairieWood Wealth Management can help you with all aspects of retirement planning, including:
- Setting retirement goals. The first step in retirement planning is to set retirement goals. What do you want to do in retirement? How much money will you need to live comfortably? Once you have set your goals, you can start to create a plan to achieve them.
- Creating a retirement plan. Once you have set your retirement goals, you can start to create a retirement plan. This plan should include a savings strategy, an investment strategy, and a risk management strategy. Your retirement plan should be tailored to your specific needs and goals.
- Managing your investments. Investing is an important part of retirement planning. By investing your money, you can grow your wealth and generate income to support yourself in retirement. PrairieWood Wealth Management can help you create an investment portfolio that is designed to meet your specific needs and goals.
- Preparing for retirement. As you approach retirement, there are a number of things you need to do to prepare. This includes making sure that you have adequate health insurance, long-term care insurance, and estate planning documents. PrairieWood Wealth Management can help you with all aspects of retirement preparation.
Retirement planning is a complex and challenging process, but it is essential to ensure that you have the resources you need to enjoy a comfortable retirement. PrairieWood Wealth Management can help you with all aspects of retirement planning, from setting retirement goals to managing your investments. By working with a qualified financial advisor, you can increase your chances of achieving your retirement goals.
4. Estate planning
Estate planning is the process of planning for the distribution of your assets after your death. It involves creating a will or trust, as well as other legal documents, to ensure that your wishes are carried out. Estate planning is an important part of wealth management, as it helps to ensure that your assets are distributed according to your wishes and that your loved ones are taken care of after you are gone.
PrairieWood Wealth Management can help you with all aspects of estate planning, including:
- Creating a will or trust. A will or trust is a legal document that outlines your wishes for the distribution of your assets after your death. PrairieWood Wealth Management can help you create a will or trust that is tailored to your specific needs and goals.
- Appointing an executor or trustee. An executor or trustee is the person who will be responsible for carrying out your wishes after your death. PrairieWood Wealth Management can help you appoint an executor or trustee who is qualified and trustworthy.
- Minimizing estate taxes. Estate taxes can be a significant burden on your heirs. PrairieWood Wealth Management can help you minimize estate taxes by using a variety of estate planning techniques.
- Protecting your assets from creditors. Creditors can make claims against your estate after your death. PrairieWood Wealth Management can help you protect your assets from creditors by using a variety of estate planning techniques.
Estate planning is an important part of wealth management. By working with a qualified estate planning attorney, you can ensure that your wishes are carried out after your death and that your loved ones are taken care of.
5. Tax planning
Tax planning is an important part of wealth management. It involves using legal strategies to minimise your tax liability and maximise your after-tax income and assets. PrairieWood Wealth Management can help you with all aspects of tax planning, including:
- Retirement planning. Tax planning can help you to reduce your tax liability in retirement by taking advantage of tax-advantaged retirement accounts, such as IRAs and 401(k) plans. PrairieWood Wealth Management can help you to choose the right retirement accounts for your needs and to develop a tax-efficient retirement plan.
- Investment planning. Tax planning can also help you to reduce your tax liability on your investments. PrairieWood Wealth Management can help you to choose investments that are tax-efficient and to develop an investment plan that minimises your tax liability.
- Estate planning. Tax planning can also help you to reduce your estate tax liability. PrairieWood Wealth Management can help you to create an estate plan that minimises your estate tax liability and ensures that your assets are distributed according to your wishes.
- Business planning. Tax planning can also help you to reduce your tax liability on your business income. PrairieWood Wealth Management can help you to choose the right business structure for your business and to develop a tax-efficient business plan.
By working with PrairieWood Wealth Management, you can reduce your tax liability and maximise your after-tax income and assets. PrairieWood Wealth Management's experienced tax planning advisors can help you to develop a tax-efficient plan that meets your specific needs and goals.
6. Fee-only firm
A fee-only firm is a financial advisory firm that charges clients a fee for its services, rather than receiving commissions from the sale of financial products. This structure ensures that the firm's advisors are always acting in the best interests of their clients, as they are not incentivized to sell products that may not be suitable for the client's needs.
- Transparency
Fee-only firms are required to disclose all fees and expenses to clients, which promotes transparency and trust. Clients can be confident that they are paying a fair price for the services they receive. - Independence
Fee-only firms are not tied to any particular financial institution or product provider, which gives them the freedom to provide unbiased advice. Advisors can recommend products and services that are in the best interests of their clients, without being influenced by conflicts of interest. - Alignment of interests
Fee-only firms are incentivized to provide advice that helps clients achieve their financial goals. This alignment of interests ensures that advisors are working towards the same objectives as their clients. - Higher quality of advice
Studies have shown that fee-only advisors provide higher quality advice than commission-based advisors. This is because fee-only advisors are not under pressure to sell products to generate commissions, which allows them to focus on providing objective and comprehensive advice.
Overall, the fee-only structure of PrairieWood Wealth Management ensures that its advisors are always acting in the best interests of their clients. Clients can be confident that they are receiving unbiased advice and that their financial goals are being prioritized.
7. Experienced advisors
Experienced advisors are a cornerstone of PrairieWood Wealth Management's success. The firm's advisors have an average of over 20 years of experience in the financial services industry. They are experts in financial planning, investment management, and retirement planning. PrairieWood Wealth Management's advisors are also committed to providing clients with the highest level of service. They are always available to answer client questions and provide guidance on a variety of financial topics.
There are many benefits to working with an experienced advisor. Experienced advisors can help you:
- Define your financial goals. Experienced advisors can help you to identify your financial goals and develop a plan to achieve them.
- Make informed investment decisions. Experienced advisors can help you to understand your investment options and make informed investment decisions.
- Plan for retirement. Experienced advisors can help you to develop a retirement plan that will help you to achieve your retirement goals.
- Reduce financial stress. Experienced advisors can help you to reduce financial stress by providing you with peace of mind and confidence in your financial future.
If you are looking for a wealth management firm that can help you achieve your financial goals, then you need to work with experienced advisors. PrairieWood Wealth Management's experienced advisors have the knowledge and expertise to help you achieve your financial goals.
8. Dedicated to client service
PrairieWood Wealth Management is dedicated to providing clients with the highest level of service. The firm's advisors are always available to answer client questions and provide guidance on a variety of financial topics. PrairieWood Wealth Management also offers a variety of educational resources to help clients make informed financial decisions.
There are many benefits to working with a wealth management firm that is dedicated to client service. Some of these benefits include:
- Peace of mind. When you work with a wealth management firm that is dedicated to client service, you can have peace of mind knowing that your financial advisor is always looking out for your best interests.
- Confidence in your financial future. A wealth management firm that is dedicated to client service will help you develop a financial plan that is tailored to your specific needs and goals. This plan will give you confidence in your financial future.
- Reduced financial stress. Working with a wealth management firm that is dedicated to client service can help you reduce financial stress by providing you with the guidance and support you need to make informed financial decisions.
If you are looking for a wealth management firm that is dedicated to client service, then PrairieWood Wealth Management is the right choice for you. The firm's experienced advisors are committed to providing clients with the highest level of service and helping them achieve their financial goals.
FAQs About PrairieWood Wealth Management
PrairieWood Wealth Management is committed to providing clients with the highest level of service and helping them achieve their financial goals. Here are some frequently asked questions about our firm:
Question 1: What services does PrairieWood Wealth Management offer?PrairieWood Wealth Management offers a comprehensive range of financial planning and investment advisory services, including:
- Financial planning
- Investment advisory services
- Retirement planning
- Estate planning
- Tax planning
PrairieWood Wealth Management's investment philosophy is based on a long-term, disciplined approach to investing. We believe in investing in high-quality assets and taking a diversified approach to risk management.
Question 3: What is PrairieWood Wealth Management's fee structure?PrairieWood Wealth Management is a fee-based firm. This means that we charge clients a fee for our services, rather than receiving commissions from the sale of financial products. This structure ensures that our advisors are always acting in the best interests of our clients.
Question 4: What is the minimum investment required to become a client of PrairieWood Wealth Management?PrairieWood Wealth Management's minimum investment requirement is $500,000. This requirement helps to ensure that we can provide our clients with the highest level of service and attention.
Question 5: How do I get started with PrairieWood Wealth Management?To get started with PrairieWood Wealth Management, please contact us at (913) 341-4040 or visit our website at www.prairiewoodwealth.com.
Question 6: What sets PrairieWood Wealth Management apart from other wealth management firms?PrairieWood Wealth Management is committed to providing clients with the highest level of service and helping them achieve their financial goals. Our experienced advisors are dedicated to providing clients with unbiased advice and comprehensive financial planning. We are also a fee-only firm, which ensures that our advisors are always acting in the best interests of our clients.
We hope this information has been helpful. If you have any other questions, please do not hesitate to contact us.
Disclaimer: The information provided in this FAQ is for general informational purposes only and should not be construed as professional financial advice. Please consult with a qualified financial advisor before making any investment decisions.
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Tips by PrairieWood Wealth Management
PrairieWood Wealth Management is a leading provider of wealth management services, offering a comprehensive range of financial planning and investment advisory services to individuals, families, and businesses. With a team of experienced financial advisors and a commitment to providing clients with the highest level of service, PrairieWood Wealth Management is dedicated to helping clients achieve their financial goals.
Here are five tips from PrairieWood Wealth Management to help you manage your finances and plan for the future:
Tip 1: Set financial goalsThe first step to managing your finances is to set financial goals. What do you want to achieve with your money? Do you want to buy a house? Retire early? Save for your children's education? Once you know what you want to achieve, you can start to create a plan to reach your goals.
Tip 2: Create a budget
A budget is an essential tool for managing your finances. It helps you to track your income and expenses, and to make sure that you are living within your means. When you create a budget, be sure to include all of your income and expenses, even the small ones. This will help you to get a clear picture of your financial situation.
Tip 3: Invest for the future
Investing is one of the best ways to grow your wealth. When you invest, you are putting your money to work for you. Over time, your investments can grow and provide you with a source of income in retirement. There are many different ways to invest, so it is important to do your research and find an investment strategy that is right for you.
Tip 4: Plan for retirement
Retirement planning is an important part of financial planning. The sooner you start planning for retirement, the more time you will have to save and grow your money. There are many different retirement savings options available, so it is important to work with a financial advisor to find a plan that is right for you.
Tip 5: Get professional advice
If you are serious about managing your finances and planning for the future, it is important to get professional advice. A financial advisor can help you to create a financial plan, make investment decisions, and plan for retirement. A financial advisor can also help you to stay on track with your financial goals and make sure that you are making the best possible decisions for your financial future.
By following these tips, you can take control of your finances and plan for a secure financial future.
Summary of key takeaways or benefits:
- Setting financial goals can help you to stay focused and motivated.
- Creating a budget can help you to track your spending and make sure that you are living within your means.
- Investing is one of the best ways to grow your wealth and secure your financial future.
- Planning for retirement is essential to ensure that you have enough money to live comfortably in retirement.
- Getting professional advice can help you to make the best possible decisions for your financial future.
Transition to the article's conclusion:
PrairieWood Wealth Management is committed to providing clients with the highest level of service and helping them achieve their financial goals. Our experienced financial advisors are dedicated to providing clients with unbiased advice and comprehensive financial planning. We are also a fee-only firm, which ensures that our advisors are always acting in the best interests of our clients.
If you are looking for a wealth management firm that can help you achieve your financial goals, contact PrairieWood Wealth Management today.
Conclusion
PrairieWood Wealth Management is a leading provider of wealth management services, offering a comprehensive range of financial planning and investment advisory services to individuals, families, and businesses. With a team of experienced financial advisors and a commitment to providing clients with the highest level of service, PrairieWood Wealth Management is dedicated to helping clients achieve their financial goals.
PrairieWood Wealth Management's services include:
- Financial planning
- Investment advisory services
- Retirement planning
- Estate planning
- Tax planning
PrairieWood Wealth Management is a fee-only firm, which means that it does not receive commissions from the sale of financial products. This ensures that the firm's advisors are always acting in the best interests of their clients.
If you are looking for a wealth management firm that can help you achieve your financial goals, PrairieWood Wealth Management is a great option. The firm's experienced advisors are dedicated to providing clients with the highest level of service, and they are committed to helping clients achieve their financial goals.
Contact PrairieWood Wealth Management today to learn more about how the firm can help you achieve your financial goals.
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