Broker Check

Our Firm

Some of the things we help our clients with include:


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

Financial Planning Services

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

Fee Based Asset Allcoation Programs**

  • Managed Allocation Portfolios


  • Annuities - Immediate & Fixed
  • Life Insurance
  • 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
  • Simple IRA
  • SEP (Simplified Employee Pension Plans)
  • Defined Benefit Plans
  • Governmental Employee Plans

Please call us if you have any questions about our firm or the range of financial products and services we provide.

**Waddell & Reed offers financial planning services in its capacity as a registered investment adviser. Please contact an advisor to obtain a copy of the agreement and Waddell & Reed’s Form ADV or the Financial Planning Advisory Services Brochure for a complete discussion of these financial planning services and the fees associated with them.  08/18