Broker Check

Profile of Products and Services

Regardless of your stage in life, your income or your goals, we believe you need a plan to help you 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?

Financial Planning Services

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

Individual and Business Retirement Plans

  • Traditional and Roth IRA
  • Retirement Plan Distribution Education
  • 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

Investments

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

Fee-Based Asset Allocation Programs

  • Managed Allocation Portfolios (MAP)
  • Stategic Allocation Portfolios (SPA)

Insurance

  • Annuities
  • Life Insurance
  • Long Term Care and Medicare Supplement
  • Individual, Business and Group Products

At Waddell & Reed, we focus on investments, insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we want to help.

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.

06/18