Waddell & Reed

George E. Smull, CRPC, AWMA
Financial Advisor

Our mission is to help you live responsibly today and plan wisely for tomorrow, so you can have an income stream you can’t outlive.
 
Based on my experience as a Financial Advisor, it has become clear that few things cause families more stress than financial worries. During these recent economic times, this has become even more apparent.
 
The most important part of what we do is understanding your overall financial goals. Rather than making isolated decisions with regards to your investments, we help analyze how each of them might affect your financial journey. Becoming proactive and planning today can create a much better roadmap for enjoying tomorrow.
 
We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. Our hope is two fold. One, to give you more information about the services my team and I provide. And second, to provide you with up to date articles and newsletters to help you stay current with the ever changing financial world.
 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

More Newsletters →