100 2nd Avenue S
Financial planning can be perceived as cumbersome, and working with a financial planner may seem intimidating. You may have concerns about entrusting your financial future to another person.
Marc Walker and Tom Berry have the experience to help you with those concerns.
The financial planning guidance you receive at Waddell & Reed is designed to show you your options in a clear and straightforward manner. We can help you develop a customized financial planning program that incorporates a step-by-step process designed to promote confidence in your financial decisions. Whether your resources are many or few, there are no judgments.
A financial plan will identify your financial goals, needs and desires, and provide strategies designed to fit your life and your budget. The program begins with the identification of your financial goals; we then outline a strategy to help empower your financial vision. With your financial goals in mind, we can develop a financial plan to address any number of these needs:
Assistance is a phone call away. Contact Marc Walker today for a complimentary, no obligation consultation.
Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser. Please contact Marc Walker for more information or request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.