Financial Services from Patrick Boutilier at Waddell & Reed

  • Investment and Planning Issues
  • Planning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending
  • Retirement Planning
  • Planning to help ensure financial independence at retirement including 401Ks, IRAs etc.
  • Tax Planning
  • Planning for the reduction of tax liabilities and the freeing-up of cash flows for other purposes
  • Estate Planning
  • Planning for the creation, accumulation, conservation and distribution of assets
  • Cash Flow and Liability Management
  • Maintaining and enhancing personal cash flows through debt and lifestyle management
  • Risk Management and Insurance Planning
  • Managing cash flow risks through sound risk management and insurance techniques*
  • Education Planning for kids and the family members

Read more about the financial planning process

or contact me for a free, no obligation consultation right now at (203) 288-2990  ext. 117 or pboutilier@wradvisors.com

*Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.