2013 Waddell & Reed Charity Golf Tournament

 

WADDELL & REED, INC.

Our Passion is Financial Planning. 

Our Support is Comprehensive.
 
OUR FOCUS IS YOU!
 
Our group of Financial Advisors bring passion to the financial planning process. With our focus on the unique goals, needs and objectives of our clients, we are committed to the tailoring of the planning process.
 
Ultimately, our goal is to combine all of our resources -- a personalized and comprehensive approach to your individual situation, the knowledge and insight of our in-house staff of experienced professionals, and a broad array of investment and insurance products – to help you work toward achieving your goals.
 
The synergy of our approach – providing clients high-quality financial products in a personalized financial plan – is the key to our continuing success.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

HOT TOPIC: Will College Pay Off? Big Bills Call for Smart Choices

A Federal Reserve analysis found investing in a college degree earned an average annual return of about 15% over the last decade.

The Appeal of Exchange-Traded Funds

Almost half of investors consider themselves “novices” when it comes to ETFs. This article explains how ETFs work.

Overcoming Cloud Confusion

Cloud-based services available to businesses and some of the pros and cons.

HOT TOPIC: Jobs Are Back, But Is It Too Soon to Celebrate?

Understanding the current jobs situation and how it may affect the economy in the coming months.

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