2137 NW Hwy 101
Financial planning is more than budgeting; more than investing; it's a lifestyle. Every championship team has not only a good offense, but typically, a great defense.
Financial planning is about putting together a total game plan.
Offensively, we'll attack your goals; defensively, we'll explore the options to help cover those unexpected events, that can keep us from staying on track.
It should address what you care about the most. It should be a plan of action that includes your specific financial needs, both now and for the future, and identifies your objectives over time. It should recommend solutions or steps to help you work toward pursuing your objectives, and keep you focused on your overall goals. Finally, it should be flexible and reflect the changes you and your family will experience over time. The elements of financial planning fall within these three initial key areas of focus.
Preparing your financial plan begins with listening to you, asking questions about your current financial situation, and identifying your goals and priorities. This gathering of information and identifying what you want for yourself and your family becomes the basis of your plan.
Based on your personal information and goals, strategies for you will be determined. This includes proposing solutions designed for your current needs as well as addressing your long-term goals.
Once your personal financial plan is in place, it becomes a blueprint to your financial future. Taking action is the most important step of all. Working together we can take actions as well as review and monitor progress over the years.
Waddell & Reed 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.