At Waddell & Reed, we believe that financial planning is a highly personal process. Our financial advisors utilize a personal inventory process to help you identify and prioritize the financial goals that are unique to your situation. Your Waddell & Reed advisor can help you develop a plan that:
- Identifies your financial objectives and recommends solutions to help work toward them
- Helps you stay focused on achieving both your short- and long-term financial goals
- Reflects your life’s changes as they occur
What’s more, Waddell & Reed advisors have direct access to our investment management team and their ideas, where they gain broader knowledge on the constant changes in the financial markets and the economy.
Let a Waddell & Reed financial advisor help you answer your financial questions and develop a plan that’s focused on helping you work toward your goals.
Click here to choose a Waddell & Reed financial advisor near you.