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Planning for the Present and the Future

  

The foundation of THOMAS-WADDELL & Associates lies in our services to our individual clients. We provide expertise in:

Financial Planning

  • investment portfolio analysis
  • insurance portfolio analysis
  • estate planning

    Pre-Retirement Planning

  • pension maximization analysis
  • pension distribution analysis

    Investment Options for Legal Settlements

    Mortgage Cancellation Program

    Portfolio Management Service*

    Investment Brokerage Services*

  • mutual funds*
  • money market funds*
  • annuities
  • tax-sheltered annuities
  • stocks & bonds*
  • unit investment trusts*

    Education Planning Services

  • Financial Aid Analysis
  • Financial Aid Form Preparation
  • Education Cost/Savings Analysis
  • Financial Aid Counseling

    INVEST does not provide mortage or financial aid advice or services.















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