FOR MORE INFORMATION ABOUT COVID-19 DISCLOSURES FOR IN PERSON APPOINTMENTS PLEASE CLICK BELOW
Click on the link below for more info about our policy for appointments in the office in response to COVID-19.
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
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
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!
When Markets React
When markets shift, experienced investors stick to their strategy.
Qualified Charitable Distributions:
Do you have a required minimum distribution RMD from a retirement account but don’t need the income for your daily expenses?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Life insurance is the gift of security for your family when you are no longer around to provide for them. In fact, proper coverage is a cornerstone of a family’s financial plan, yet many households are under insured. Is yours one of them? Let’s talk about your life insurance needs and take steps toward protecting your family. Call my office or simply reply to this email to schedule a meeting.
Five creative (and inexpensive) ideas for motivating your employees.
Five phases to changing unhealthy behaviors.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Forward thinking is smart planning. And while we can’t predict the future, WealthLink – your personal financial website – allows us to run what-if scenarios to determine how your decisions today might affect your tomorrow. Contact me for a demo of the site. Call my office or simply reply to this email.
Learn about the latest sport to sweep the nation with this informative article.