My mission is to help you create an income stream you won't outlive, so you can retire with dignity and comfort. Investing. With a Plan Based on my experience as a Financial Advisor, it has become clear that few things cause families more stress than financial worries. During these recent economic times, this has become even more apparent. The most important part of what I do as a financial advisor is to help you better understand your overall financial picture. With understanding and professional direction you can better address any stressful financial concern and objective.
Rather than making isolated decisions with regards to only your investments, we conduct a comprehensive analysis of each aspect of your financial profile and exhibit how the decisions you make today might affect your objectives for tomorrow.
By enabling you to become proactive, we can help you better understand your complex financial picture and the steps necessary to make informed decisions -- allowing you to take control of your financial future.
ServicesWe hope your visit today will help you recognize the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation with the help of a financial professional. Please contact me for more information on how I can help you meet your future financial goals. Comprehensive Financial Planning Services: When developing a customized financial program, we will walk you through a step-by-step process to help you better understand your current and long-term objectives. Once established, we'll develop strategies to help you reach those goals through informed financial decisions -- decisions you can feel confident making.* Wealth Forecasting Services: The wealth forecasting service analyzes the probability of success of your current and proposed plans.* Estate Planning Strategies: The estate planning service analyzes your current estate and the effects of implementing various estate planning techniques and strategies.*
Investment Analysis: The investment planning services provide advanced asset allocation strategies for specific financial objectives based on individual time horizons and risk tolerance levels.*
Business Planning Strategies: The business planning service analyzes the value of a business under multiple valuation methods. It can also address issues important to business continuity planning and assist with executive compensation planning.*
Educational Workshops: We offer workshops for individuals, employers and clubs that bring awareness, education and support living responsibly today while planning wisely for tomorrow.
Products
*Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser. Please contact Richard West for more information or request the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them. Waddell & Reed provides neither legal or tax advice. Please consult your tax or legal advisor regarding your personal situation. |
Richard West, Financial Advisor |
||
|
|
|
|
|
||
