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Services

Regardless of your stage in life, your income or your goals, a plan can help you accurately manage your finances.

Just as no two people are exactly the same, we believe investment products and services should be built specifically to meet different and specialized needs. We offer investments, access to insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we can help. 


Individual Retirement Plans

Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.

Business Retirement Plans

Employees want more than a paycheck; they want a competitive benefits package. We can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.  

Financial Planning Services

Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – we can help. 

Investments

The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.

Advisory Programs

Gain a professional perspective – and clear direction – for your financial journey with Waddell & Reed’s Managed Allocation Portfolios and Strategic Portfolio Allocation programs. 


Retirement Strategies

Identifying your retirement strategy includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. It is a living, growing organism that we work together to maintain.

Estate Planning

Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and after death.

Long Term Care Insurance

Long-term care insurance covers care generally not covered by health insurance, Medicare, or Medicaid. We can help you determine if Long Term Care is right for you and help find a product that works for you.

Education Funding

Learn about the education investing options available to you, and start investing for your child’s future today. 


Gifting or Giving Strategies

Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan. 

Insurance

Money management is about more than just accumulating and investing your assets — you also have to protect those assets.

Annuities

For some people, an annuity is a good option. We can help you weigh the advantages against disadvantages, and find a product that works for you.

Call us today to discuss your financial aspirations. 

Together, we can determine what products and services may be appropriate for you and begin working on a plan to help you pursue your goals. Regardless of your stage in life, your income or your ambitions, a plan can help you accurately manage your finances.

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