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

Lifetime Earnings

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

Cost of Retirement

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

Avoid the Timing Trap

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

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

More Newsletters →