19401 40th Avenue West
A secure 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.
My job as a financial advisor 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.
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.
A saving and investing period that usually runs from your early working years until your late 40s.
A time to manage your funds and transition to more conservative investing, usually your 50s and early 60s.
The time when you begin your post-work life and live off your investment income.
A time to pass down what you’ve learned and acquired to the next generation.
To create your financial plan, we need to get to know you! As a starting point, we'll have you fill out our Financial Planning Questionnaire and Cash Flow Worksheet (if you have your own budget tracker, we can use that instead). Just reach out to firstname.lastname@example.org for a secure email so you can send these documents to us safely once you are done gathering your information.
After receiving your information, we'll review and construct your financial plan while working with you to be sure we include all your goals!
Once finalized, we'll get you scheduled for an appointment where you can review your financial plan and get any questions answered. We know situations often change and are happy to update your financial plan for years to come as you and your needs & goals evolve.
Cameron K. ReedCo-founder, Waddell & Reed Inc.