Waddell & Reed brings exceptional passion to the financial planning process. With our focus on the unique goals, needs and objectives of our clients, we are committed to the tailoring of investments, insurance and the planning process.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

I have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals, such as myself, to pursue your financial goals.  Here you will find a wealth of information in the form of newsletter articles, calculators, and more.  I frequently update information, and don't want you to miss any developments in the area of personal finance.

I am here to enhance your knowledge and help educate you about the concepts of financial management, to help you learn more about who I am, and to give you fast, easy access to market performance data.

Please contact me if I can be of assistance.  I welcome the opportunity to speak with you and I look forward to being your financial resource
.

I focus on working with:

Women

Couples

Seniors

Small Business Owners

 

Your financial future depends in large part on decisions you make today.
Take the steps toward pursuing the future you want.

Here is to opening doors for your financial future!

 

 

02/15
 

Newsletters

  • Demographic Dilemma

    Some economists believe shifting demographics may be the primary reason GDP growth has been weak versus past recoveries.

  • Do You Need an Umbrella?

    American society remains litigious — an umbrella insurance policy can provide additional coverage for personal liability.

  • Stacking Up Tax Breaks for Business Investments

    Tax code provisions may allow for larger, immediate deductions for businesses: bonus depreciation and IRC Section 179 expensing.

  • Market Measures: Beyond the Dow

    A description of the 5 market indexes that are often used as benchmarks to track various categories of investments.

Calculators

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?