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Our Financial Planning Method

Our Method

Our Method

There is a lot of emotion around money and how it affects your life and we understand that. As CERTIFIED FINANCIAL PLANNER™ professionals we strive to provide an objective view of your finances and help you see your strengths and areas for improvement.

We start with a conversation about what's important to you. Then we help you embrace your goals, get clarity on what's most important to you and work side by side with you to develop strategies to empower you and your financial future. 

If you need help creating a spending plan, consolidating all of those work-place retirement plans you left behind, figuring out how to pay for college, or how bills will be paid in retirement, we can help you get on the right path. We find that many of our clients feel a great sense of relief and empowerment once they work with us and gain more control over the “what-if”s in their financial lives. 

Your Professional Career Begins

Your Professional Career Begins

You've put in the effort and invested years to gain invaluable knowledge and start your professional career on the right foot. 



A saving and investing period that usually runs from your early working years until your late 40s.



A time to manage your funds and transition to more conservative investing, usually your 50s and early 60s.

Your Retirement- Your Way

Your Retirement- Your Way

The time when you begin your post-work life and live off your investment income. A time to rediscover hobbies and reinvent yourself and enjoy more free time with the ones you love. 

Building a financial plan that starts with learning about you and your family and addressing all the pieces of your financial life. 

We believe sound financial plan is much like a well-constructed home; it’s carefully built from the ground up, on a foundation designed to support each critical component.


An analysis of your existing cash flow and your financial position.


A strategic selection of insurance and annuity products can offer a potential way to help safeguard yourself against the risk of the unexpected, such as loss of health, property, income or life.


Funding specific accumulation goals, such as educating children or grandchildren, purchasing a vacation home or accumulating a targeted amount for some other purpose.


Income tax planning, including the identification of appropriate tax savings strategies that may be available in your specific situation.


Retirement planning, focused on evaluating needs and developing strategies for both the accumulation and distribution phases of your life.


Consideration of estate planning and wealth preservation needs, including the development of organization and distribution strategies.

Waddell & Reed and its representatives do not offer tax or legal advice.  Consult with your tax and legal advisors regarding your individual situation.  (02/21)