Waddell & Reed, Inc. - Linda Polwrek, CFP®


Many people, especially women, believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have: setting financial goals and learning to use financial strategies that will help you pursue your objectives.

My goal as a financial professional is to help you plan for your financial goals. Whether this involves building wealth through investing, funding a child's college education, planning for a comfortable retirement, or managing your estate, I can help you develop a roadmap to pursue your goals and make informed decisions in an effort to improve your financial situation.

The process I follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing your strategy, consulting with you to determine whether we need to make adjustments, and assisting you in keeping your plan on track.

Please remember to visit my website often, as the information is constantly changing. For help with your financial management, please contact me today.

 

 

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

 

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