Message from Shawn M. Reilly, Financial Advisor with Waddell & Reed
If you are looking for an objective, professional opinion about your current financial circumstances and want help formulating a plan to reach your financial goals then you have come to the right place.
More about Shawn M. Reilly, Financial Advisor with Waddell & Reed
Tap the experience of a Waddell & Reed financial advisor and get started building your long-term financial plan today.
401(k) and IRA Rollovers:
When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is, or take it with you? Should you roll the money over into an IRA or into your new employer's retirement plan?
Life insurance ensures that your dependents and beneficiaries will have the necessary financial resources available to them when you die.
Since time is your greatest ally in building a secure financial future, the right time to invest in your retirement is now. We offer several solid, reliable retirement funding solutions targeting the specific needs of individuals, businesses and non-profit organizations.