Our Firm

We are committed to helping you pursue your long term financial goals.  We can help you answer the questions you may have about your financial future such as:

 Will I be able to retire early?

 How much money do I need in order to retire?

How can I get the most from my 401(k)?

Should I have traditional or a roth IRA?

Do I need disability income insurance?  Long-term care insurance?

What do I need to know about wills, trusts, and probate?

What is my Fiduciary Responsibilities and how can I manage it?

Note: Waddell & Reed does not offer legal advice.  Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.