205 East Main Street
1363 Columbia Park Trail, Suite 202
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Your financial plan can do many things. But we believe it must do just a few things especially well to work for you.
It must address what you care about the most. It must be a plan of action that includes your specific financial needs, both now and for the future, and identifies your objectives over time. It must recommend solutions or steps to help you work toward pursuing your objectives and keep you focused on your overall goals. Finally, it must be flexible and reflect the changes you and your family will experience over time. The elements of comprehensive financial planning fall within these three initial key areas of focus:
Preparing your financial plan begins with listening to you, asking questions about your current financial situation, and identifying your goals and priorities. This gathering of information and identifying what you want for yourself and your family becomes the basis of your plan.
Based on your personal information and goals, strategies that are designed specifically for you, will be determined. This includes proposing solutions for your current needs as well as addressing your long-term goals.
Taking action is perhaps the most important step of all; it's how your potential for success begins. Once your personal financial plan is in place, it becomes a blueprint to your financial future. Working together, we can take action, as well as review and monitor progress over the years.
Personal Financial Planning allows you to:
Investing involves risk, including the potential for loss of principal. Waddell & Reed does not offer tax or legal advice.