Waddell & Reed

Investing. With A Plan.

What is Investing - With a Plan?  It means giving trusted financial advisors direct access to an investment management team that does their own work, believes in their own research, and acts on their own ideas.  These resources give advisors more time to help clients develop comprehensive, written, personal financial plans tailored specifically to their needs. By building personalized plans supported with a wide array of competitive investment products, we enable clients to identify their financial goals and take action toward achieving them. 

That's Investing - With a Plan. 

Thank you for visiting our website.  Please take advantage of this information resource, share it with your family, friends, co-workers, shipmates, and classmates.  When you are ready call or stop by and visit us to see if working with an advisor and having your own financial plan is right for you.   

Mike Barclift, ChFC®

Financial Advisor 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Car Affordability

How much can you afford to pay for a car?

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Newsletters

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

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