Jenny Alston, MBA- Financial Advisor in Virginia Beach for your IRA Rollover and Retirement Planning

401K, IRA Rollover, Employee Benefits, Retirement or Financial Planning Questions? Call Us Today!

 

Waddell & Reed's Financial Wellness Program was featured in a recent study by Kansas City Federal Reserve Bank, Community Affairs Department.   "Weighing the effects of Financial Education in the Workplace" 

  
"Two-thirds of Americans do not have any Financial Plan"       (Source:  CFP Board of Standards 2009 Consumer Study on Personal Finance)     

 

 

FOLLOW THE LINK FOR YOUR SPECIFIC NEEDS AND TO START YOUR RETIREMENT STRATEGY: 

 

 

 

Waddell & Reed is one of the most enduring Asset Management and Financial Planning firms in the US serving investors for over 70 years. Jenny Alston is a client-centered Financial Advisor in Virginia Beach.  Her Background is in Accounting, Tax Services, and Business Administration.  Her advice is straighforward and easy to understand.

 

PRODUCTS AND SERVICES:

Wealth Transfer Strategies
Financial Planning
Asset Management
Retirement Planning
Tax Planning
Education Funding
Investment Planning
Estate Planning
Financial Education Workshops
Insurance - Disability, Life, Long-Term Care
401k, Retirement Plans/ Employee and Executive benefits
Financial Wellness Program for your company 

 
Calculators

Savings Accumulation

Estimate the future value of your current savings.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

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