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Financial Planning Process

Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser.  Please contact Karen for more information or to 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.   

The free consultation provides an overview of investment and financial planning services offered through Waddell & Reed, Inc. You are not obligated to purchase any products or services as a result of receiving the free consultation.

Investing involves risk, including the potential for loss of principal.