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Our Products & Services

Client Centered

We offer a wide range of products and services through Waddell & Reed to help you pursue your financial objectives.  Whether you have one simple need, or would like an overall evaluation, we can help.  Call us today to discuss the investment, insurance, or financial planning services that may be appropriate for you, and we can start down the path towards your financial goals.

FINANCIAL PLANNING 

Investment Tax Strategies

Cash Flow Analysis

Retirement Planning

Investment Planning

Estate Planning

Business Planning

Insurance Planning


SEMINARS & WORKSHOPS


RETIREMENT PLANS

IRAs: Traditional & Roth

IRA Rollovers

Keogh Plans

403(b) TSA Plans

SEP IRAs, SIMPLE IRAs

401(k) Plans, 457 Plans

Profit Sharing, Pensions

Defined Benefit Plans

EDUCATION FUNDING

529 College Savings Plan

Coverdell ESA

Gift/Transfer to Minors Accounts

Coogan Account


INSURANCE

Term Life

Universal Life

Second to Die

Single Premium

 Long Term Care

Disability

 Business Insurance

Medicare Supplement


TAX-ADVANTAGED INVESTMENTS


INVESTMENTS

Mutual Funds

Exchange Traded Funds

Stocks

Bonds.

REITS

Unit Investment Trusts


ANNUITIES

Variable Annuities

Fixed Annuities

Immediate & Income Annuities

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