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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.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.
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Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.
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Questions? Let's connect

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