Rooted in the heart of the Midwest, Plains Group is a one-stop network of investment, insurance, and estate planning professionals.
what we do
We provide and communicate a roadmap so that our clients can clearly and confidently execute the decision-making necessary to secure the future for themselves and their families.
Fiduciary Advice
A plan is only as good as the execution, and that is a fluid ongoing process. Working with a fiduciary will ensure your plans can evolve as you do.
Wealth Management
Our approach will ensure your investments are customized to your risk tolerances, are built on a low-cost foundation, and are reviewed and monitored as situations evolve.
Retirement Income
Income is the outcome that matters most in retirement. We build retirement income plans that streamline available income sources to focus on stability, efficiency, and purpose.
Estate Planning
We make sure your financial and estate plans work side by side to achieve the goals you’ve set for your estate, and to ensure your wishes are carried out when you pass away.
Tax Planning
Taxes are a constant consideration in a financial journey, and the tax landscape is ever-changing. Focusing on tax efficiency can have a tremendous impact on the overall success of a financial plan.
Other Services
When you think about money, think about us
about our company
Decades of Experience
Derek Wilkerson built Plains Group to be a one-stop network of professionals built on a core foundation of Trust, Transparency, and Teamwork. As an advisor and coach, Derek has helped well over 1,000 individuals and families along their journey, and that real world experience has given him perspective into the crucial decisions needed to be made to successfully retire, live happy and healthy retirement years, and to help guide that successes to the next generation. With little margin for error, Derek built his team in chosen subject areas critical to long term financial success.
What makes us different?
We believe that a quality relationship is foundation to a quality outcome. We foster that relationship by providing leadership as fiduciary advisors.
Personalized Approach
Our plans are customized for each client and their unique situation
Comprehensive Solutions
Holistic planning backed by a national network
Strong Foundation
Built on Trust, Transparency, and Teamwork
Contact us today
Focusing in on what's important.
