Contact: Mark Stubbs
Serving Residents of Texas Only
Houston Office
1020 Bay Area Blvd., Ste. 221
Houston, Texas 77058
(281) 461-9660

Whether it's next month's income or a goal that's still decades away, planning your financial future is one of your most important priorities.  Your financial future depends, largely on the decisions you make today.  That's why it's so important to explore the benefits of financial planning and how it can help you improve your financial future.
Financial planning can help you identify and prioritize
the financial issues that are important to you.  Waddell
& Reed can help address your questions about:
  • The basic principles of investing
  • The importance of emergency funds
  • Determining how much and what kinds of insurance you need
  • Funding a collage education
  • Planning for retirement
  • Planning for adequate income during retirement
This symbol represents Waddell & Reed's three-step process for implementing a financial strategy;

(1) Collect information to help identify personal goals;
(2) Review appropriate financial strategies; and
(3) Recommend a plan of action.

WHY WADDELL & REED?
Waddell & Reed offers a wide variety of financial products and services through our financial advisors that allows you to tailor your financial plan to match your individual situation.

Our investment management manages over $16 billion for more than 1 million mutual fund shareholder accounts.  Our broad range of financial services provides you with:
  • The benefit of working with your financial advisor to help you plan and coordinate your financial program.
  • A wide variety of investing and saving options to help you attain your financial goals under virtually any economic condition.

Now, more than ever, you owe it to yourself.


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