Broker Check

Financial Planning Services

As a Financial Advisor I have a commitment to helping individuals, families, and business owners work to pursue their financial and personal goals. By completing a thorough and personalized Financial Plan, I can create strategies and constantly monitor progress to help you pursue your unique goals.

A financial plan is a strategy designed to help you prepare for a multitude of important financial situations throughout life. Each financial plan can be customized to help meet the client’s specific dreams and goals. Each plan may address any or all of these primary-planning aspects:


Financial Position

Provides in-depth analysis of your cash flow, budget and net worth.

Risk Management

Determines insurance needs for life long-term care, and disability income including analysis of employee benefits

Retirement Planning

Guidance in understanding retirement issues including the development of personal goals and creation of strategies to help pursue those goals.

Tax Strategies

Implementing strategies to help ensure you are not overpaying on your income taxes.

Accumulation Planning

Establishes funding strategies for specific milestones or goals such as a home purchase, car purchase, emergency fund, or vacation fund.

Education Funding

Analyzes education-planning goals including K-12 and post-secondary schooling as well as determining which investment vehicle(s) to utilize.

General Estate Planning Strategies

Provides introductory advice about estate planning, charitable giving, and wealth transfer as a precursor to consulting your attorney.

My experience has helped me see the importance of planning. I enjoy working under the umbrella of an organization that shares a commitment of putting the client’s needs first and a focus on comprehensive financial planning.



Waddell & Reed offers financial planning services in its capacity as a Federally Registered Investment Adviser. Please refer to the Waddell & Reed Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them. For more information or a copy of the brochure, please contact us.  07/18