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Our Financial Planning Process

We take your journey seriously, and we'll be there every step of the way.

While your financial objectives may be similar to those of others — an independent retirement, saving for college education, building wealth — the approach should be decidedly personal. Understanding your unique financial needs is where financial advisors with Waddell & Reed come in.

LISTENING

Every financial planning experience begins by listening to our clients. We want to know who they are and where they want to go with their financial future. In the early stages, we’ll gather information and work with them to help identify and prioritize their financial goals.

PLANNING

Working together through in-depth research and analysis, we can develop sophisticated and personalized strategies to help you pursue your goals. We accomplish this through comprehensive analysis of your financial information, ultimately proposing solutions designed to suit to your unique situation. Leveraging our experience and knowledge, we can save you time and simplify the process.

ADVISING

Because we believe the responsibility to reach your goals is both of ours, we strive to be lifelong partners as you pursue your financial aspirations. Along the way, we’ll regularly review and monitor progress and take necessary actions. Implementing strategies and initiating progress reviews can mean the difference between dreaming the dream and living the dream.


Waddell & Reed, Inc. offers financial planning services in its capacity as a registered investment adviser. Consult your financial advisor for a breakdown of the fees associated with these services.

04/19


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