CONNECT

Address:

Two Carlson Pkwy North, Suite 110
Plymouth, MN 55447

Phone:

763-593-0649 Cell: 763-257-9796

Our Services

 

While developing a customized financial program, we will walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives. From helping organize your assets to implementing investment and risk management strategies, while working with you to develop your estate plans – you will find it all under one roof. We can help you execute a comprehensive financial program utilizing the following products and services:

 

Portfolio Management 

We first evaluate your sensitivity to risk, investment time horizon and ... We analyze your current portfolio before we make recommendations based on your unique goals and objectives.

Qualified Retirement Plans & Retirement Planning

We review and compare several retirement plan structures to determine which may be appropriate for you and your employees. Should you need an executive deferral plan, we sure can help. Our advice could even be helpful to you in managing your Individual retirement accounts (IRAs), as well as personal investments.

Wealth Planning 

We incorporate tax planning, asset allocation, investment research, and estate planning in developing a holistic plan that focuses on accumulation as well as preservation.

  • Tax strategies may include deduction planning, investment tax planning, year-end strategies such as income deferral.
  • Investment research focuses on investment rsk and risk/return trade-off.
  • Estate planning may involve smooth transition and wealth transfer as per your wishes  while attempting to minimize potential taxes

Risk Management

We review your other risks, such as life / disability / long-term care coverage in an effort to help ensure you have adequate asset preservation strategies in place so the unexpected does not put your future in a jeopardy.

 

Neither Waddell & Reed or its affiliated companies or representatives offer legal or tax advice. Consult with your tax and legal advisors regarding your individual situation

Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements. 

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