Who We Are
We are Financial Advisors with Waddell & Reed that focus on Financial Planning services to help you with retirement planning, education funding, and many other financial goals.Learn More
What We Do
- Help you assess your financial goals.
- Develop a Financial Plan and strategy to pursue those goals.
- Monitor your progress on a regular basis before and during retirement.
- Estate Planning
Who We Help
- People nearing retirement and in retirement
- Those wanting to establish a Financial Plan
- People seeking Investment planning
- Those needing Insurance planning
- Families needing an Estate Plan
Meet Our Team
We are committed to providing professional, straight forward and personal attention to our clients' every financial need. While history has shown that markets are volatile, we believe the need for professional advice remains. We are advisors for the various aspects of your financial lives including critical financial questions as well as life's accomplishments.
TO OUR CLIENTS, we welcome you and thank you for your trust and your introductions to friends and family. We appreciate your business and your most sincere compliment of introducing us to people you care about. We wil treat them with respect and professionalism.
IF THIS IS A FIRST VISIT TO OUR WEBSITE, we hope it shows our culture. We have done our best to answer any questions you may have and to introduce you to our unique approach to planning, advice and service. We hope to meet with you soon!
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
U.S. Personal Savings Rate
What can be learned from the savings rate?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
If your family is like many, talking about money is taboo. Don’t let that be the reason your legacy doesn't last.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Couples may be able to head off many of the problems in a marriage that money can cause.
Why have the markets been so volatile recently?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
Have you found yourself suddenly single? Here are 3 steps to take right now.
What if instead of buying that vacation home, you invested the money?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.