301 North Lake Avenue
In managing your personal finances, as in other aspects of life, planning can be a critical determinant of whether you succeed of fail. You might make a successful investment without a plan. You might choose appropriate insurance coverage. You might even successfully plan for the well-being of your family after your passing. You might...but it’s complicated and time-consuming; moreover, it requires that all of your efforts – investing, insurance, estate planning – have a relationship to each other and be conducted in a thoughtful, coordinated manner.
That’s where I come in. I seek to create a plan that is tailored to your needs – your ambitions, your risk tolerance, your time frame for investing. I help make sure that it includes the various elements that are important to you. I strive to ensure that all aspects of the plan come together cohesively and I can see to it that your plan changes as your life does.
I know that financial security is important as a goal unto itself, but even more so as the means by which you pursue your life’s ambitions. As your Waddell & Reed financial advisor, I want to – and I am equipped to – help you.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.