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United Prairie Bank
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See the Numbers with our Calculators

We’re numbers people too!

Check out our handy financial calculators to check out your numbers.

Calculators

 

Our Service Approach

It’s important to us that each of our clients receives the level of service they need to keep in touch with their financial goals. One size most certainly does not fit all when it comes to investing. We seek to help our clients determine:

  • Risk tolerance
  • Retirement income expectations
  • Plans for their funds
  • And much more

Once we can identify those key goals for that client, then the work begins in building a plan to meet those expectations.

Do you want to test your risk tolerance? Contact one of our Investment Reps to complete your own risk assessment.

Our Investment Risk Tolerance

Our goal is to help guide you towards the financial future you desire. One way we help start your custom path is to analyze your tolerance to taking investment risks.

We have a great tool available that helps us determine this with just a few simple questions. Feel free to answer these questions to get started!

Riskalyze Tool

Our Service Model

We offer our clients service package options to help deliver the service level that best meets their financial goals.

Transactional
Growth focused management 		Bronze Level
Core focused management 		Silver Level
Financial planning 		Platinum Level
Comprehensive Wealth Management
  • Receive - Annual Phone Review
  • Transactional business only
  • Receive – 1 meeting per year
  • Review goals and objectives
  • Risk tolerance analysis
  • Investment policy statement
  • Net-worth analysis
  • Asset allocation
  • Portfolio rebalancing
  • Tax and cost basis reporting
  • Financial Plan development
  • Receive – 2 meetings per year
  • Financial position analysis
  • Retirement need analysis
  • Distribution strategies
  • Education funding strategies
  • Tax planning
  • Protection planning
  • Estate planning
  • Account aggregation
  • Document vaulting
  • Plus all services included in Bronze Level
  • Receive – 3-4 meetings per year
  • Conservation of wealth
  • Gifting
  • Trust integration
  • Charitable giving tax strategies
  • Executive compensation
  • Business planning
  • Plus all services included in Bronze and Silver Levels

Let’s get started!

Our Investment team is ready to help you meet your financial goals.  

Find an Investment Rep

Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc,. member FINRA/SIPC. Insurance products offered through approved carriers. United Prairie Bank, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies.

Click here for a copy of Osaic's Relationship Summary (FORM CRS). Click here for a copy of PFGA's Relationship Summary (FORM CRS). 

Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing. 

Not a Deposit. Not FDIC Insured. Not Insured by Any Federal Government Agency. Not Guaranteed by the Bank. May Lose Value.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

 

 

 

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