Broker Check

Financial Planning

Pursuing your financial goals begins with an in depth analysis of your current financial situation.  Your personalized written plan contains comprehensive strategies designed to help prepare for a multitude of important situations throughout life.

Each plan may address any or all of these primary planning areas:

Financial Position: In-depth analysis of your current cash flow, budget and net worth.

Investment Planning: Portfolio management and strategies for your goals.

Tax Planning: Methods to help ensure you are not over paying your income tax.

Education Funding: Helping ensure your children or grandchildren are well prepared.

Risk Management: Covering what is important to you

Retirement Planning: Developing suitable goals and creating effective strategies.

Accumulation Planning: Establish funding strategies for specific milestones or goals

Estate Planning Strategies: Advice about estate tax planning, charitable giving and wealth transfer.

After the creation of a personalized plan, meetings are set depending on your needs. During these meetings, strategies from your plan can be implemented and monitored to help you stay on track towards meeting your goals. We offer guidance and support, and believe that financial planning is a lifetime relationship, not a one-time event.

Waddell & Reed does not offer tax or legal advice. Investing involves risk including the potential for loss of principal. 06/18