Serving Southeast Alaska

Regardless of your stage in life, your income or your goals, We believe 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 focus on investments, insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we can help. Call me today to discuss the products and services that are available you, and we can start down the path towards your financial goals.

Serving Southeast Alaska.

• Mutual Funds
• 529 College Savings Plans
• Coverdell Education Savings Accts
• Variable Annuities

• Life
• Long Term Care
• Disability
• Business
• Medicare Supplements
• Fixed Annuities
• Immediate & Income 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
• Business Planning Strategies

Individual & Business Retirement Plans
• Traditional and Roth IRA
• IRA Rollover
• 401(k) Plans
• 457 Plans
• 403(b)/TSA Plans
• Exclusive(k)® Plans
• Keogh Plans
• Money Purchase Plans
• Profit Sharing Plans
• Payroll Deduction IRA Plans
• SEP Salary Deferral Option (SARSEP)
• SEP (Simplified Employee Pension Plans)
• Defined Benefit Plans
• Governmental Employees Plans

Fee-based Asset Allocation Programs
• Managed Allocation Portfolios