Nancy Beaudry
Financial Advisor

Waddell & Reed, Inc.
Investing. With A Plan.

"Only 46% of US Workers have tried to determine how much they will need to save for a comfortable retirement."                      Source: Employee Benefit Research Institute 2013

Are you one of the 46%?

Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances.  Short-term goals, long-term aspirations, daily expenses and insurance all come into play.  How do you get it all under control?

I focus on comprehensive financial planning, investments, and retirement plans.

Whether you have one simple need or would like an overall evaluation, I can help. Call today and I can help you create a personalized financial plan so that you could be one of the 46%.

  • Comprehensive Financial Planning
    •  We look at everything that touches your life financially and lay out a plan to help you reach your goals
  • Investments
    • Mutual Funds
    • 529 College Savings Plans
    • Variable Annuities
  • Fee-Based Asset Allocation Programs
    • Managed Allocation Portfolios
  • Individual and Business Retirement Plans
    • Traditional and Roth IRAs
    • IRA Rollovers
    • and Employer-sponsored Retirement Plans