Broker Check

Retirement/Estate Planning

In the middle of the work day, retirement can seem a long way off. But when it comes to planning for your retirement, it is never too soon to start.

A financial advisor should take the time to make sure you understand the options available. Making the upfront decisions about the type of investment strategies you want to use does take some effort. Yet once the plan is in place, it becomes a matter of maintenance. You make adjustments as life circumstances change, monitor your allocations in accordance with your accepted level of risk, and rebalance as needed.

I believe a financial advisor you can trust is essential to creating and maintaining your plan. After a lifetime of working and preparing, you want to have saved enough so that you won't run out of money in your retirement years.

Financial Planning

At Waddell & Reed we take a comprehensive approach to your financial planning needs, offering you candid opinions about your situation.

Next, we work together to clarify your financial goals and create a plan that is customized to your needs. There are many tools we can use, such as retirement plan income distribution strategies, trust and gifting strategies, and life insurance strategies. Together, we can build a plan that you understand and believe in.

Whether you have recently retired, or planning for retirement, contact Marc Walker today at 813-804-7914 for a complimentary, no obligation consultation. Marc serves individuals, families, and businesses in Pinellas, Hillsborough, Pasco, Manatee, and Sarasota counties. Ask me questions and allow me to demonstrate how I can help you.

Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser. For more information 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.

06/18