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Your Family’s Future Matters

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Trust and Estate Planning

You’ve worked hard and want to make the most of your hard-earned dollars. We understand that and want to help build a plan to carry your hard work forward to your family.

We can create a customized plan to help protect and grow your dollars. Your goals are what matters to us. Don’t know where to start? No worries! That’s what we are here for.

Education Planning

College and higher education expenses are continually on the rise, and record numbers of grads are starting their adulthood with a mound of student loan debt. Planning early is a great way to help your child or grandchild avoid this future.

Education savings plans, such as a 529 Plan, are a great way to start saving early for your child’s expenses down the road. These accounts provide a great level of flexibility in how the funds can be used at the time your child graduates.

Life and Long-Term Care

Both options are so appreciated when the time comes to use the benefits. The expenses of extended care for individuals in need of additional assistance can be draining on a family’s funds and lifestyle. Being prepared with the right products to reduce the expense part of the burden can be life changing.

Want to learn more? Our Investment professionals are here to help.

Find an Expert

Have a Family Plan?

Not sure what that is? No worries….you’re not alone.

We can help facilitate some conversation starters to help plan for the financial future of your family.


Need Assistance?

We can help you get there.

Customer Service

Retirement Ready

Ready to clock out? Let’s get your plan in motion.

Expert Help

Charitable Giving

Want to make a difference in your community? We can help.

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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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