Our Financial Planning Process

The financial planning process starts with a fact finding consultation where we will identify your goals, objectives, and concerns. At this meeting it is helpful for you to pull together your financial information (a list of recommended or suggested items will be provided) so that we can determine where you are starting and compare it to where you want to be.

The financial planning process generally consists of three meetings: a fact finding meeting; a plan analysis presentation meeting; and a plan implementation meeting.  

Depending on the complexity of your planning needs, a comprehensive financial plan analysis may be developed to give you an overview of what steps are recommended to help put you on target with your goal(s). It may outline savings strategies, portfolio allocation recommendations, insurance and distribution strategies, and any other steps that may need to be considered.

Once the plan has been reviewed, you have the choice to have our team assist you with implementation of the strategies. 

We work with a variety of products to meet your personal needs including mutual funds, life, disability, and long term care insurance, as well as fixed and variable annuities.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our experience to help you pursue your financial goals.

 

Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser. For more information request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.

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