Money is a tool, not the endgame. We understand that. We also know it's one of the most powerful tools at your disposal, and you don't make the decision to entrust it to someone else lightly. Neither do we. That's why we take the time to dig into what you hope to accomplish. That's how we measure success: by your ability to do the things you judge your success by.
We'll help you understand how much you need to save in order to have the retirement you've been working so hard to earn. Work with us now to help you retire when and how you want later.
Estate planning, types of insurance, amount of insurance—these can be daunting to think about. That's why we think about them for you, to set you up with plans for the long term.
We believe you should save for your goals and confidently spend the rest, so we'll work with you to understand what your big goals are: kids' education, vacations, paying down debt, whatever they may be.
Waddell & Reed is a huge part of who we were, who we are and where we are going. The Waddell & Reed of today is far different from the Waddell & Reed of 10 years ago and we are proud to be Financial Advisors at a firm that understands the changing landscape of our industry and balances that with a proud past of helping families pursue financial freedom. Waddell & Reed has had a local presence in Salina for over 50 years and even though we are marketing as BE Wealth, we are still offering products and services through Waddell & Reed to help you pursue your goals.
Have you visited the BE Wealth blog? We’ve been sharing industry insights, financial planning tips, and stories about our team’s journey through finance and more.
Check out our latest posts about the app that should be sweeping the nation (according to Brandon Ebert), and see Kevin Quinley share lessons he’s learned from golfing with his dad.
Client Relationship Manager