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Financial Planning

What is the value of advice?

What is the value of advice?

A confident retirement.  Funding a child or grandchild’s education. Building wealth to pass on to heirs. These are common investment objectives and with good reason – people want to feel confident financially while also providing for the ones they love.  But just because a goal is common, doesn’t mean the approach should be. 

Our job as financial advisors is, first, to understand you and your specific circumstances and, second, to use that knowledge to tailor a plan to help you pursue your financial goals.  And let’s be clear, a tailored plan goes beyond simply choosing investment products.  It entails a deep knowledge and appreciation of your objectives, needs, long-term goals, time horizon, risk tolerance and – most importantly – your personal values.

The financial planning process

No matter your financial destination, we believe a comprehensive plan offers the greatest potential for getting there.  A personalized plan – one supported by  products that fit your investment profile – will enable us to identify your goals and take consistent action to work towards them. 

As we work through your priorities, we’ll keep in mind the four basic lifecycle phases of financial planning.

Accumulation

Accumulation

A saving and investing period that usually runs from your early working years until your late 40s.

Pre-retirement

Pre-retirement

A time to manage your funds and potentially transition to more conservative investing, usually your 50s and early 60s.

Retirement

Retirement

The time when you begin your post-work life and live off your investment income.

Legacy

Legacy

A time to pass down what you’ve learned and acquired to the next generation.

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"Dont be delinquent in payments to your future."

Cameron K. Reed
Co-founder, Waddell & Reed Inc.

Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. Contact us today.

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