19401 40th Avenue West
Based on a recent survey, only 33% of Americans have a written financial plan. Most don’t have insight into the potential benefits a plan can bring, including:
Contacting an advisor is often the scariest part of the process. Once you reach out, we’ll talk about areas that are important to you, such as:
Being confident in your financial future can bring a sense of relief and peace of mind. Call me. Let’s talk!
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 email@example.com for a secure email so you can send these documents to us safely.
After receiving your information, we'll review and construct your financial plan while working with you to ensure we include all your goals.
Once finalized, we'll get you scheduled for an appointment where you can review your financial plan, get any questions answered, and plan for your next steps. 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.