Does Waddell & Reed offer retirement planning services?

Yes, Waddell & Reed offers comprehensive retirement planning services to help individuals and families plan for a secure future. Our team of experienced financial advisors works closely with clients to understand their unique goals, risk tolerance, and time horizon in order to develop tailored retirement plans. We offer a wide range of investment options including mutual funds, individual retirement accounts (IRAs), annuities, and more. Our retirement planning services encompass various aspects like evaluating current assets, determining retirement income needs, analyzing social security benefits, and devising tax-efficient strategies. Whether clients are just starting their retirement journey or looking to enhance their existing plan, Waddell & Reed provides the expertise and guidance needed to navigate the complexities of retirement planning and achieve financial peace of mind.