Silicon Valley Group

CONNECT

Address:

Waddell & Reed, Inc.
19620 Stevens Creek Blvd, Suite# 270
Cupertino, CA 95014

Phone:

408-610-7123

Fax/Other:

408-252-1522

Financial Planning

We believe that financial planning is the first step towards understanding your current situation and planning for the future. This is about your unique situation and priorities for the family finances now, and in future. This is where we can take the time to know you, your family and financial circumstances, your needs and goals along with the time horizon for pursuing these goals. Understanding your specific risk tolerance through these conversations is also critical in developing subsequent investment strategies.

A comprehensive Financial Plan develops a roadmap to help you pursue your financial goals. It takes into account the various aspects of your financial situation. These aspects include:

  • Cash flow and budgeting
  • Current savings and investments
  • Risk management (Insurance needs, coverage, etc.)
  • Cash flow projections as per the planned roadmap
  • Education funding
  • Retirement planning and timing
  • Charitable giving plan and strategies
  • Tax planning and strategies
  • Estate planning and wealth transfer strategies

A typical financial planning engagement is based upon a sequence of 3 to 4 meetings where we gather information about the current situation, develop and present a draft proposal, and then refine it based on your feedback and further input to finally deliver your personalized financial plan. This is a fee based service and the fee is based on the complexity and scope of your finances.

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. Waddell & Reed does not offer tax or legal advice.

06/17