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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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