Profile of Products and Services

 Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come into play. How do you get it all under control?

At Waddell & Reed, we specialize in investments, insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we can help.

 

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • 529 College Savings Plans
  • Coverdell Education Savings Accounts

Financial Planning Services

  • Financial Profile
  • Estate Review
  • Asset Allocation
  • Income Tax
  • Goal Funding
  • Investment Planning Services
  • Estate Planning Strategies
  • Wealth Forecasting Strategies
  • Business Planning Strategies

Fee-Based Asset Allocation Programs

  • Managed Allocation Portfolios (MAP, MAPPlus)

Insurance

  • Annuities
  • Life Insurance
  • Long Term Care and Medicare Supplement
  • Disability, Health and Dental Plans
  • Individual, Business and Group Products

Individual and Business Retirement Plans

  • Traditional and Roth IRA
  • IRA Rollover
  • 401(k) Plans
  • 457 Plans
  • 403(b)/TSA Plans
  • Exclusive(k)® Plans
  • Keogh Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Payroll Deduction IRA Plans
  • SIMPLE IRA
  • SEP (Simplified Employee Pension Plans)
  • Defined Benefit Plans
  • Governmental Employee Plans

I also offer seminars and workshops on many of the services listed above.

Waddell & Reed offers comprehensive financial planning services in its capacity as a registered investment adviser.  You should contact your financial advisor or refer to the Waddell & Reed, Inc. Form ADV or Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.

Investing involves risk and the potential to lose principal.  Systematic investment plans do not ensure a profit nor guarantee against a loss in declining markets.

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