It’s Time to Develop a Plan for Reaching Your Goals

Our advisors take the stress out of financial planning by giving you clear guidance through every phase of your career at 3M.

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Speak With a 3M Expert

We want to know where you are in your career and what your goals are so that we can craft a financial plan that fits your needs.

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Start Planning With Purpose

Our team will help you integrate your 3M resources within your plan and investment opportunities to set you up for success.

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Be Confident in Your Decisions

We take the guesswork out of growing your wealth and help you make more informed financial decisions.

7 Questions 3M Employees Need to Answer

For over 20 years, we’ve helped 3M professionals achieve their financial goals.

We start by helping them answer these key questions.
Get the Answers

PrairieView Partners

Traditional Wealth Management Firm

(No 3M expertise)

Commission-based Investment Advisor

(Investment-focused with lite Financial Planning)

Stock Awards

Basic Valuation of Stock Options
Detailed Stock Option analysis to determine current and expected values, leverage, and performance
Evaluate and Recommend appropriate contributions to the GESPP
Create tax-efficient divestment plan for concentrated 3M stock positions

401k Plan

Manage your 401k investments and integrate with your entire portfolio
Set up and manage your Personal Choice Retirement Account (PCRA)
Analyze if a Net Unrealized Appreciation (NUA) election for your 3M stock held within your 401k is right for you

Company Pension

Evaluate your qualified & non-qualified pensions at various retirement ages
Analyze and determine if lump sum or life annuity distribution option is right for you
Analyze and determine which survivor option is right for you and your survivors
Evaluate if you should defer your pension after retirement to increase the benefit amount

Non-Qualified Savings Plans

Recommend specific investment options to select for each of these plans
Analyze tax implications for participating in each plan
Evaluate and Recommend how to take distributions from each plan in most tax-advantaged way

Benefits

Analyze life insurance needs and how much group insurance to take through 3M
Evaluate and provide recommendations on other miscellaneous benefits offered through 3M

3M gives you many ways to grow your wealth. We know you want to get this right.

You should have a trusted partner who can help you take advantage of these opportunities.

See Our Latest 3M Blogs for More Helpful Insights

  • May 27, 2021

Financial Planning for Young 3M Professionals

We'll help you put your finances in order as a young 3M professional. Read more.
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  • January 29, 2021

What to Do with Your Vesting 3M RSUs

Your 3M RSUs are vesting soon. Find out what this means for your tax situation and what to do with your vested RSUs!
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  • December 31, 2020

Health Savings Accounts for 3Mers

Find out how to optimize your 3M HSA. What is it? How much can you contribute? How should you use the account?
read more