PROFILE OF SERVICES

As a Financial Advisor with Waddell & Reed (Established 1937), I bring a personal and comprehensive approach to working with individuals, families and business owners.  I can assist you by analyzing your financial situation, identifying alternatives and implementing and monitoring the most appropriate plan for you.  I serve my clients in a boutique environment that offers the support and resources of one of the most enduring investment and financial planning companies in the United States. 

 

Your Protection
• Life Insurance
• Long-Term Care Insurane
• Disability Insurance
• Annuities

 

Your Business
• Business & Succession Planning
• Buy/Sell Agreement Funding
• Key Person & Executive Bonus
• Retirement & Pension Plans
  - 401(k) & Profit Sharing -
- SEP & SIMPLE IRA's -
- Defined Benefit Plans -

 

Your Family
• Pre-Retirement Planning
• Wealth Preservation & Transfer
• Education: 529 Plans & Coverdell Accounts
• Coogan & UTMA Accounts

 

For You
• Personal Financial Planning
• Investments
• IRA's (Traditional, Roth, Rollover)