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Tuning Your Social Security Benefit Wealth Management Site Saving for College 101 The Cycle of Investing The Power of Tax-Deferred Growth The Cost of Procrastination The Facts About Income Tax The Power of Compound Interest
 

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.

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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
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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
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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!

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Helpful Content

The Cost of Procrastination

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?

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

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Estate Planning for Future Generations

If your family is like many, talking about money is taboo. Don’t let that be the reason your legacy doesn't last.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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