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Financial Planning

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We believe everyone deserves the opportunity to be in control of their financial lives. Our staff includes several experienced Certified Financial Planners® who are available to work with you to help you understand where you are now, and what steps to take to get you where you’d like to be.

Take control of your future.

You can trust that the advice you get from us is honest and unbiased. We offer fee-only service, and do not sell products. Instead, we listen to you and recommend a plan tailored to your unique situation. Prairie Financial Group can help you take control of your future.

Learn more about our Financial Planning Services. Connect with Prairie Financial Group. 

Call (262) 522-7400 or Toll-Free (855) 591-2950 or email

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Join us at our monthly CE Luncheon Series in our Community Room, located at 1227 Corporate Center Dr. in Oconomowoc. 

For details and to register, click here.

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