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.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

More Newsletters →