Waddell & Reed

Financial Planning

Ask 10 people about their financial goals and you'll likely hear similar answers: secure retirement, education, leisure interests, passing on wealth to heirs. How they achieve their goals is where the answers differ. That's because financial planning is a personalized process that balances each individual's income, discipline, commitments and family.

Financial planning also requires long-term attention. Your initial plan may be perfect for the just-out-of-college you. However, as you marry, have children, inherit money and change jobs, your goals and investment needs will change. It is at these pivotal points in your life that your financial plan may need to be adapted as well.

Start pursuing your financial goals today by understanding our straight-forward approach to financial planning and the products we offer to support your plan. Then contact your Waddell & Reed financial advisor to give your financial future the plan it deserves.

Our Approach
Our approach to financial planning is a proven, repeatable process. Understand the building blocks that contribute to your financial plan.

Our Products
Our sophisticated financial planning software allows your advisor to personalize a financial plan to meet your specific situation and needs.

Our Corporate Program
Introduce financial wellness to your workplace. Our program builds employees' financial awareness, educates about establishing goals and empowers employees to change behaviors.

Waddell & Reed, Inc. offers financial planning services in its capacity as a registered investment adviser. Consult your financial advisor for a breakdown of the fees associated with these services.

Financial Advisor Opportunities
Corporate Careers