Financial Planning Services
Waddell & Reed believes that financial planning should be the cornerstone to a well-balanced investment program. That is why our Financial Advisors encourage clients to create a comprehensive financial plan before deciding to purchase investment products and how to allocate those products among various asset classes. To be effective, the financial planning process requires you and your Financial Advisor to each engage in the process in different ways.
Some of the things I am able to do as your Financial Advisor include:
- Conducting an initial consultation to determine your personal concerns, priorities and financial goals.
- Determining products and/or services for your situation.
- Scheduling additional consultations to discuss your advisory needs and goals.
- Reviewing and analyzing the information you provide.
- Summarizing your situation and helping to develop specific strategies, solutions or actionable recommendations that help to address your particular concerns, financial goals and advisory needs.
If you are interested in learning more about the financial planning services we offer, please contact me.
Below are some of the documents that we can use to prepare a personal financial plan for you:
Financial Planning Documents Needed
Monthly Cashflow & Spending Plan
Using diversification/asset allocation as part of your investment strategy does not guarantee a profit or protect against a loss.
07/18