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Our Services

to plan for every stage of life

 

I work with Waddell & Reed, Inc. because we strive to make lasting relationships with all our clients while maintaining the highest standards of integrity and professionalism in our relationship with you. Waddell & Reed has been offering a wide range of financial products and services to individuals and business owners since 1937. I believe that you may best be able to identify your goals and make educated financial decisions by utilizing our financial planning process. 

If you are transitioning through any of these life stages, financial advising can help you pursue your goals:

  • Wanting to buy your first home or investment property 
  • Running a business
  • Saving for a college education
  • Retirement Planning 

The Process

Once you have contacted me to set up a no-obligation meeting, my priority is to get to know you and talk about your financial goals and current financial situation. I will brief you and give you a list of important documents to bring to the meeting so that you know what to expect and are fully prepared to discuss your goals. 

At the meeting, I can work with you to develop a customized financial program by walking you through a step-by-step financial planning process. Once your goals have been established, we can work together to execute a personalized financial program that is designed specifically for you by utilizing the following products and services:

  • Comprehensive financial planning
  • Investment strategies
  • Personal retirement plans and strategies
  • Business retirement plans and strategies
  • Portfolio allocation strategies
  • Education Funding Planning
  • Life insurance
  • Annuities
  • Long Term Care Insurance


 

It is my goal to form a lasting partnership. This foundation allows us room to identify your needs and create a flexible financial plan that can give you confidence today and well into the future.

Once your plan is in place, I aim to meet with you at least one time each year in order to help ensure that your plan is still aligned with your financial priorities and to answer any questions that you may have.



FAQs

How much does it cost to work with you?

It depends on your needs, the complexity of your situation, and the plan you choose. That's why I offer a complimentary, no-obligation consultation to talk about your goals and explore whether I'm a good fit for you. Should you decide to work with me, I'll provide an estimate based on our initial consultation.
 

Do I need a minimum amount to invest?

Yes and no.  I believe that the size of someone's portfolio is much less important than his or her commitment to pursuing their financial goals.

Having said that, I only work with people who 1) are nice 2) take action on the strategies we agree on and 3) choose to be an active participant in their wealth management. 

It begins with a conversation. Contact me today to set up your complimentary consultation.


Waddell & Reed, Inc. offers financial planning services in its capacity as a Registered Investment Adviser.  For more information, request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them. 10/18