Our Services
How May We Help You?
What can a Waddell & Reed Financial Advisor do for you?
Well, first we'll sit down for a complimentary consultation to pinpoint what your situation and goals are. From here, we'll develop a unique strategy that makes sense for you based on our discussions and your specific situation. Once we have pinpointed what may need to be done in your situation, we work with you to implement your goals with a variety of different products and services available to you:
Investments
- Mutual Funds
- 529 College Savings Plans
- Coverdell Education Savings Accounts
- Variable Annuities
Financial Planning Services
- Financial Profile
- Financial Independence (Retirement)
- Survivor Income Needs
- Education Funding
- Estate Review
- Asset Allocation
- Income Tax Planning
- Goal Funding
- Disability Income
- Long-Term Care
- Investment Planning Services
- Estate Planning Strategies
- Business Planning Strategies
Fee-Based Asset Allocation Programs
- Managed Allocation Portfolios
- Strategic Portfolio Allocation
Insurance
- Annuities - Immediate, Fixed and Variable
- Life Insurance - Fixed and Variable
- Long Term Care and Medicare Supplement
- Disability Plans
- Individual, Business and Group Products
Individual and Business Retirement Plans
- Traditional and Roth IRA
- IRA Rollover
- 401(k) Plans
- 457 Plans
- 403(b)/TSA Plans
- Exclusive(k) Plans
- Keogh Plans
- Money Purchase Plans
- Profit Sharing Plans
- Payroll Deduction IRA Plans
- SIMPLE IRA
- SEP (Simplified Employee Pension Plans)
- Defined Benefit Plans
- Governmental Employee Plans
The complimentary consultation provides an overview of investment and financial planning services offered through LPL Financial . You are not obligated to purchase any products or services as a result of receiving the complimentary consultation.
LPL Financial offers financial planning services in its capacity as a Registered Investment Adviser.
09/18