Broker Check

Waddell & Reed - Eagle Idaho

Financial Advisors

208-947-9000

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

eballen@wradvisors.com

Make a plan to fund your future

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.

Learn More
Services for your business

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.

Learn more

Helpful content

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

<p>The Pre-Retirement Checklist</p>

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
Learn More
<p>Filing Final Tax Returns for the Deceased</p>

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
Learn More
<p>Test Your Estate Strategy Knowledge</p>

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn More

Questions? Let's connect

Thank you!
Oops!