Eric Brown & Brian Jaeger, Financial Advisors with Waddell & Reed

Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come into play. How do you get it all under control? At Waddell & Reed, we specialize in investments, insurance and comprehensive financial planning.

Whether you have one simple need or would like an overall evaluation, we can help. Contact us today.

Investments

• Mutual Funds
• 529 College Savings Plans
• Variable Annuities

Financial Planning Services

• Financial Profile
• Financial Independence (Retirement)
• Survivor Income Needs
• Education Funding
• Estate Review
• Asset Allocation
• Income Tax
• Goal Funding
• Disability Income
• Long-Term Care
• Investment Planning Services
• Estate Planning Strategies
• Wealth Forecasting Strategies
• Business Planning Strategies

Fee-Based Asset Allocation Programs

• Managed Allocation Portfolios

Insurance*

• Annuities – Immediate, Fixed and Variable
• Life Insurance – Fixed and Variable
• Long Term Care and Medicare Supplement
• Disability, Health and Dental Plans
• Individual, Business and Group Products

Individual and Business Retirement Plans

• Traditional and Roth IRA
• IRA Rollover
• 401(k) Plans
• 457 Plans
• 403(b)/TSA Plans
• Exclusive(k)® Plans
• Profit Sharing Plans
• Payroll Deduction IRA Plans
• SIMPLE IRA
• SEP (Simplified Employee Pension Plans)
• Defined Benefit Plans

Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements. Securities and Investment Advisor Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC, and Federally Registered Investment Advisor.