Financial Planning

Financial Planning - Helping You See the Big Picture

Financial planning is a process that can help you pursue your goals by evaluating your whole financial picture and outlining strategies that are tailored to your individual needs and available resources.

At Waddell & Reed we can help you to

  • Develop a clear picture of your current financial situation
  • Establish and prioritize financial goals
  • Choose specific products and services that are tailored to help you to pursue your financial objectives
  • Implement strategies that are designed to address current areas of concern and build on your financial strengths

One of the main benefits of having a financial plan is that it can help you to balance competing financial priorities. We will walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions.

Please contact me for a complimentary, no obligation consultation.

Barbara Rosasco

Telephone: 650-389-1030


Waddell & Reed, Inc. offers financial planning services in its capacity as a registered investment adviser. Consult your financial advisor for a breakdown of the fees associated with these services.

Investing involves risk, including the potential for loss of principal.