Investment Services

Investment Services


To access your account, Click Here.* If you would like to use this service and do not have an online account established, please contact Julie to get it set up today! www.fintegra.com For access to investment library, news, quotes, and portfolio tracking.

Are you interested in exploring other ways to invest your money? Or do you just want to ask a question without being hassled?
Well, at Prior Lake State Investment Center it is easy. Stop in or call Julie Betchwars at (952) 440-0954 for more information or an appointment today! With over twenty years of investment experience, Julie is sure to be able to help you with all your investment needs including:

Julie Betchwars Investment Specialist jbetchwars@fintegra.net
	• Financial Planning • Retirement Income Planning • IRAs, SEP IRAs, 403(B), Simple and 401(k) plans • Education Savings Plans/529 Plans • Fee-Based Programs • Asset Allocation & Portfolio Tracking • Certified Divorce Financial Analysis • Mutual Funds, Stocks & Bonds • Fixed and Variable Annuities • Life, Disability & Long Term Care Insurance

YOUR PARTNERS ON THE PATH TO FINANCIAL SUCCESS

Prior Lake State Investment Center, partnered with Fintegra Financial Solutions, is able to offer a comprehensive array of investment products and services to our clients. And we take it one step further…

We believe clients are people – not numbers. Therefore, they deserve the finest financial products and services available combined with objective, unbiased advice and support. You deserve nothing less – you’ve worked hard for your money, and we want to see you succeed on your path to financial independence.

THE PROCESS

The Financial Planning Process revolves around you, the client. Our approach combines two major objectives:

1) To develop a trusting long-term relationship with clients
2) To develop a comprehensive wealth management process

Step 1: Identify and Establish Goals — Determine your needs and objectives, and develop a plan of action
Step 2: Gather Data — We develop a financial picture of where you are at currently, which includes the financial information necessary to the planning process.
Step 3: Analysis — We will run various projections and hypotheticals using your actual data.
Step 4: Develop a Plan of Action — We will present the possible strategies to accomplish your objectives
Step 5: Implement the Plan
Step 6: Review your progress — This is the most important part of any financial plan. Life events can cause your plans and goals to change. Financial plans need to be reviewed and adjusted. We will develop a review schedule to do a “Financial Check-up” on the progress of your plan.

ARTICLE ARCHIVE

Mutual funds are sold by prospectus, which includes charges and expenses. Read prospectus carefully before you invest. Annuities are products of, guaranteed, underwritten, and issued exclusively by insurance companies. Penalties may apply for early withdrawal. 10% IRS penalty may also apply to withdrawals prior to age 59 1/2.

Investments and Insurance are offered through Fintegra Financial Solutions, an independent broker/dealer, Member FINRA/SIPC • Prior Lake State Bank and Fintegra are not affiliated • Julie Betchwars is a Registered Representative and Investment Advisory Representative of Fintegra.

Not insured By Any Government Agency • Not A Deposit • Not FDIC Insured • Not Bank Guaranteed • May Lose Value

Julie Betchwars is licensed for Securities in MN, MT, NC, NE, HI, CO, FL, RI, CA, WA and WI. She is licensed for Variable Annuities and Life Insurance in MN, FL.