Services

                                         A Fulfilling Future
 
 

Securing your financial dreams takes time, effort and energy. We can help take some of that responsibility off your hands while helping you achieve your financial goals. With over thirty years of combined experience we have established a proven track record of helping our clients work toward financial security with our personalized approach to wealth planning, accumulation and preservation. Rest assured that our goal is to help you maintain the standard of living to which you have become accustomed and to preserve your wealth for your children and grandchildren. In developing and maintaining a well thought-out wealth accumulation plan, we focus on a variety of personalized strategies. We have access to a broad range of financial products and services to help accomplish your goals.

                                            Pursue Pleasure
 

Wouldn't you like to be casting your line in your favorite fishing hole or feeling the wind in your hair while racing to the weigh-in rather than dealing with multiple financial service companies? Our seamless proactive approach to client service is all about saving you time. We can help you maximize the amount of free time you so richly deserve. By working with us now, we can arrange many of the details that can affect your financial future.

Our seamless service approach is supported by a team of professionals that will work hard to help you work toward your personal financial goals. As you will see below we offer a full range of services, but regardless of which service you choose, we will review your portfolio proactively, attempting to anticipate your needs before you do. This process is designed to help ensure that your investments keep pace with the changes in your life.

We offer:
                  Wealth Planning   We will incorporate tax planning, asset allocation, investment research and estate distribution in developing a comprehensive accumulation and preservation plan that best meets your needs and goals.
Investment Planning   We will evaluate your current portfolio of investments and make recommendations based on your unique goals and objectives.
Retirement Planning   We can provide you and your company a side by side comparison of retirement plan structures to see which would provide the most benefit to you and your employees.
Risk Management Planning   We can evaluate your non-financial risks, such as umbrella coverage, long-term care coverage, life coverage and medical coverage to be sure the unexpected does not put a halt on your future retirement.
Small Business Planning   We will consult with you to evaluate or establish employee retirement plans, executive compensation and business buy-sell/ continuity strategies. We will meet with you and/or the key team members of your organization, on a complimentary basis, to explore how we can best meet your needs.

Our promise is to inspire you to make the right decisions for your financial future. We believe you will enjoy and appreciate the numerous benefits of being part of the Waddell & Reed family. As a Waddell & Reed client you will have you access to industry professionals, educational workshops and a variety of social events for the whole family.  Come work with us and we will strive to enhance your quality of life through our values-based financial planning services.

IT'S OUR JOB...TO HELP MAKE YOUR DREAMS COME TRUE
For a free, no obligation financial consultation, contact Jared W. Reynolds at 800.844.4494

Securities and Investment Advisory Services offered through Waddell & Reed, Inc.,

a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.

Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.

This site is published for residents of the United States only. Financial Advisors of Waddell & Reed, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site may be available in every state and through every advisor listed.  For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762.