Broker Check

Services

PORTFOLIO MANAGEMENT

Pradeep Sukhani, Financial Advisor with Waddell & Reed will first evaluate your sensitivity to risk, investment time horizon and then analyze your current portfolio before making recommendations based on your unique goals and objectives.

QUALIFIED RETIREMENT PLANS & RETIREMENT PLANNING

He can 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, he can help. His advice could even be helpful to you in managing your Individual retirement accounts (IRAs), as well as personal investments.

WEALTH PLANNING

He incorporates tax planning, asset allocation, investment research, and estate planning in developing a holistic plan that focuses on the potential for 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 risk 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

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


08/18