205 East Main StreetPullman, WA 99163
Charitable Giving: Smart from the Heart
Tuning Your Social Security Benefit
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. We can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
Running a small business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor.
The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.
We offer a full library of resources to help boost your financial planning knowledge.
How much money will you need for retirement? What retirement savings vehicles should you be considering? Get answers here.
Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
We have a variety of financial planning solutions designed to meet your needs. Learn more about our team and how we can help.
We would love to hear about your goals and discover, together, how we can help you pursue them. Please reach out to us; it would be an honor to support you.