Build a benefits program at your business with quality financial services.

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Create a benefits program that both entices and excels.

Your employees and their drive to succeed are the backbone of your business. Fundamental to their collective performance, of course, is knowing they are genuinely valued. Your financial advisor can help you define a culture that conveys your appreciation for their contributions. Whether you’re creating a benefits program or desire to make your current program better, we can serve your needs in five major areas:

  1. Risk management services
  2. Retirement plans
  3. Employee benefits education
  4. Personal financial planning
  5. Financial planning for your business

Risk management services

We offer several risk management products as part of a plan of benefits, including:

  • Group life and long-term disability
  • Voluntary life insurance
  • Group long-term care
  • Major medical individual health
  • Executive carve out disability
  • Individual or business-owned life insurance

An advisor can help you structure a benefit program that best suits your specific risk management needs.

Retirement plans

Sponsoring a retirement plan is an excellent way to reward your employees with an important benefit, while providing tax advantages for your business. Whether you are choosing a retirement plan for the first time or updating your current plan, your advisor will assist you in selecting a plan that meets your goals and budget.
Learn more about Employer-Based Retirement Plans

Employee benefits education

We can help your employees better understand their benefits and make investment choices that make the most sense for each of them.

We offer financial education workshops such as:

  • Retirement Plan Enrollment
  • Investing Basics and Your Retirement
  • Retirement Income: The Transition Into Retirement
  • Money Management
  • And more

Personal financial planning

A personal financial plan – for both you and your employees – should be a specific plan of action that includes current and future financial needs and identifies one’s objectives over time. Working with a financial advisor, you’ll be able to coordinate all the areas of your financial life to help you reach your financial goals. 

Business Planning

Financial planning for your business

As a successful business owner, you already know there are many potential and lasting rewards to be realized from long-term planning and goal setting. Depending on your personal financial situation, your advisor can help you create a specific plan that can incorporate basic and advanced planning strategies to help you work toward the financial objectives that are most important to you and your family.

Learn more about financial services for your business.

When you tap the expertise of a Waddell & Reed financial advisor, you take the first step toward establishing a meaningful ongoing relationship – one built on your personal outlook for what you envision for your financial future. 

Find an Advisor

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.

This information is provided for informational and educational purposes only. Waddell & Reed believes the information has been obtained from sources considered to be reliable, but does not guarantee the accuracy of the information provided. This information is not meant to be a complete summary or statement of all available data necessary for making financial or investment decisions and does not constitute a recommendation.

Please note that the information provided may include references to concepts that have legal, accounting and tax implications. It is not to be construed as legal, accounting or tax advice, and is provided as general information to you to assist in understanding the issues discussed. Neither Waddell & Reed, Inc., nor its Financial Advisors give tax, legal, or accounting advice.

This information is not meant as financial or investment advice pertaining to your personal situation. The selection of appropriate investment, insurance or planning options and/or strategies should be made on an individual basis after consultation with appropriate legal, tax and financial advisors. Nothing contained herein is intended as a solicitation or an offer to buy or sell any product or service mentioned and they may not be suitable for all investors.

Securities offered through Waddell & Reed, Inc., Member FINRA/SIPC, are not insured by FDIC, NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements. Guarantees provided by insurance products are subject to the claims-paying-ability of the issuing insurance company.

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