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Our Services

Regardless of your stage in life, your income or your goals, you likely want to consider creating a plan to help you accurately manage your finance expectations and create appropriate goals. Short-term goals, long-term aspirations, daily expenses and insurance all come into play. The first step is to create that plan, but then determining how to implement it is important.

At Waddell & Reed, we provide comprehensive strategies. We develop a plan based on conversations with you. We discuss topics and solutions that you can consider. We provide the time necessary to help you understand the products and services, how they may fit into your plan, and what the impacts and costs may be. We want to provide a variety of investments choices and insurance products to consider.

Whether you have one simple need or would like an overall evaluation, we can help. Call today to discuss the products and services that may be appropriate for you, and we can start down the path to financial independence.

Products and Services we provide include:


  • Mutual Funds
  • 529 College Savings Plans
  • Coverdell Education Savings Accounts
  • Variable Annuities

Financial Planning Services

  • Financial Profile
  • Financial Independence (Retirement)
  • Survivor Income Needs
  • Education Funding
  • Estate Review
  • Asset Allocation
  • Income Tax
  • Goal Funding
  • Disability Income
  • Long-Term Care
  • Investment Planning Services
  • Estate Planning Strategies
  • Wealth Forecasting Strategies
  • Business Planning Strategies

Fee-Based Asset Allocation Programs

  • Managed Allocation Portfolios
  • Strategic Portfolio Allocation


  • Annuities – Immediate, Fixed and Variable
  • Life Insurance – Fixed and Variable
  • Long Term Care and Medicare Supplement
  • Disability, Health and Dental Plans
  • Individual, Business and Group Products

Individual and Business Retirement Plans

  • Traditional and Roth IRA
  • IRA Rollover
  • 401(k) Plans
  • 457 Plans
  • 403(b)/TSA Plans
  • Exclusive(k)® Plans
  • Keogh Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Payroll Deduction IRA Plans
  • SEP (Simplified Employee Pension Plans)
  • Defined Benefit Plans
  • Governmental Employee Plans

Financial Wellness Program - an education series that can be sponsored by Businesses to educate their employees that includes class options and personalized financial planning for employees.