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Planning: A Comprehensive Process
To create an effective, personal financial plan that addresses a client's specific financial goals and objectives, a professional financial advisor first needs to learn a great deal about the client. Waddell & Reed financial advisors follow a very objective, comprehensive and thoughtful seven-step process in developing a thorough and professional financial analysis and plan
Key Planning Principles - Gain insight into key financial principles.
Planning Steps - Seven-step process to develop a financial plan.
Your Financial Lifecycle - Four basic lifecycle stages that individuals may transition through during their financial lifetimes.
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The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Mutual Funds distributed by Waddell & Reed, Inc. are offered by prospectus only.
Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or click here. Please read the prospectus carefully before investing.
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