Many of life’s great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different. Financial advisors with Waddell & Reed have precise planning tools they can put to work on your behalf.
By building personalized plans designed around individual needs, financial advisors with Waddell & Reed enable clients to not only identify goals but take action toward achieving them. Achieving your financial goals requires more than simply choosing the right investment products. To us, success demands a deep understanding of not only your objectives but your personal values, time horizon, risk tolerance, and expectations.
Your dreams and goals don’t come from a list or a rating agency. They come from you.nnWork with an advisor who gets to know you and where you’re coming from. So you can get where you want to go in life.
As you and your advisor work through your financial plan, it’s helpful to remember that there are generally four basic “lifecycle phases” when it comes to thinking about your money and your plan:
Accumulation – Saving and investing to help your assets potentially grow over time;
Pre-retirement – Identifying a timeframe and strategies to retire on your terms;
Retirement – How you generate income to live the way you want once you’ve left the workforce;
Legacy – What and how you may want to pass on assets to your heirs or charitable and philanthropic entities.
Your journey, goals, and plan are our commitment.