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Waddell & Reed - Eagle Idaho

Financial Advisors

208-947-9000

1065 East Winding Creek Drive, Suite 250
Eagle, ID 83616

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

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Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.
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And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Questions? Let's connect

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