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Full services investment firmSpecialties
Holistic financial planning
Optimizing asset allocation/diversification between qualified and non-qualified accounts
Integration, understanding and utilization of employer benefits for client's needs
Risk management
Tax-efficient investing
Retirement income planning
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Last edited by Financial Advisor at Waddell & Reed
6300 Lamar Avenue
Shawnee Mission, KS
66202-4200
United States
Phone: 913-236-2000
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