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Insurance

Risk management occupies an important foundational space in your comprehensive financial plan. It involves identifying and managing against threats such as loss of health, property, income, savings, or life. Waddell & Reed offers a variety of insurance products for you and your family.

I work with my clients to determine if their circumstances require risk management tools and, if they do, which options could work for their families.

If you are interested in exploring opportunities to help mitigate financial risk to your family, contact me for a no cost, no obligation discussion. *

*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.


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