Our Services


INVESTING WITH PRIEBE INVESTMENT PLANS

We believe investing to be a discipline, not an art.  We recognize that long-term investment strategies, money management strategies, diversification and patience are key components of that discipline.

We believe that every person, family, business, or other entity has a unique combination of circumstances, needs, goals, strengths, vulnerabilities and objectives. After a thorough examination, we help tailor a financial plan designed specifically to address one's individual needs.

        Our Services include:              

  • Estate Planning
  • Tax Planning
  • Life Insurance Planning
  • Investment Planning
  • Retirement strategies 
  • Educational Planning
  • Divorce Planning

ESTATE PLANNING

When was the last time you had a beneficiary review? Do you have all the proper estate planning documents? Have you protected yourself from probate expenses, State Inheritance Taxes or Federal Estate Taxes? What are you doing to maximize your estate with your "No-Need Assets?"

Priebe Investment Plans will review your estate planning documents and discuss your strengths and weaknesses with your estate plan.  This is one of the most important aspects of the financial planning process. 

TAX PLANNING

One of the most common objectives we have for our clients is to our ideas, services and concepts to help reduce your tax bill for the current year.  Our goal is that our services will allow you to keep more dollars in your pocket.

This material is not indended to provide tax advice.

LIFE INSURANCE PLANNING

"Even though you may take a holiday, your policies never do!"

"Insurance is not for those that die, it's for those who live and we love!"

Do you have "No-Need" assets earmarked for your children & grandchildren?

There are many reasons to purchase insurance: To protect family, income replacement, replace losses, create/preserve/replace wealth, debt liquidation, financial expenses and business continuation are a few.   Please contact us for a "no cost, no obligation first appointment" to discuss your life insurance needs. 

INVESTMENT PLANNING

Are you an income investor or a growth investor? Where are you when it comes to life? 

Accumulation Stage or Conservation Stage or Distribution Stage?

At Priebe Investment Plans, no matter where you are in life, we can help look for ways to address your income while also adressing your taxes while maintaning your standard of living all at the same time! 

EDUCATIONAL PLANNING

There are many different ways to provide for an educational expense.   Let us discuss these options with you.