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Financial Planning Approach

What is the value of advice?

A secure retirement. Funding a child or grandchild’s education. Building wealth to pass on to heirs. These are common investment objectives and with good reason – people want to feel confident financially while also providing for the ones they love.  But just because a goal is common, doesn’t mean the approach should be. 

The financial planning process  

No matter your financial destination, we believe a comprehensive plan offers the greatest potential for getting there. A personalized plan – one supported by products that fit your investment profile – will enable us to identify your goals and take consistent action to work towards them.

As we work through your priorities, we’ll keep in mind the four basic lifecycle phases of financial planning.

Accumulation

A saving and investing period that usually runs from your early working years until your late 40s.

Pre-retirement

A time to manage your funds and transition to more conservative investing, usually your 50s and early 60s.

Retirement

The time when you begin your post-work life and live off your investment income. 

Legacy

A time to pass down what you’ve learned and acquired to the next generation.

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"Dont be delinquent in payments to your future."

Cameron K. Reed
Co-founder, Waddell & Reed Inc.

Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring.

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