Waddell & Reed - Cynthia Gibson, CFP

Cynthia Gibson, CFP® | Financial Advisor


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? At Waddell & Reed,
we specialize in investments, insurance and comprehensive financial planning.  Whether you have one simple need or would like an overall evaluation, we can help. Call me today to discuss the products and services that may be appropriate for you, and we can start down the path to financial success.
 

Serving Southeast Alaska.

 

 

 

 

 


 
Investments
 • Mutual Funds
• 529 College Savings Plans
• Coverdell Education Savings Accts
• Variable Annuities
 

 Insurance
• Life
• Long Term Care
• Disability
• Mortgage Protection
• Business
• Medicare Supplements
• Fixed Annuities
• Immediate & Income Annuities


Financial Planning Services
• Financial Profile
• Financial Independence (Retirement)
• Survivor Income Needs
• Education Funding
• Estate Review
• Asset Allocation
• Income Tax
• Goal Funding
• Disability Income
• Long-Term Care
• Investment Planning Services
• Estate Planning Strategies
• Wealth Forecasting Strategies
• Business Planning Strategies
  
Individual & Business Retirement  Plans
• Traditional and Roth IRA
• IRA Rollover
• 401(k) Plans
• 457 Plans
• 403(b)/TSA Plans
• Exclusive(k)® Plans
• Keogh Plans
• Money Purchase Plans
• Profit Sharing Plans
• Payroll Deduction IRA Plans
• SEP Salary Deferral Option (SARSEP)
• SIMPLE IRA
• SEP (Simplified Employee Pension Plans)
• Defined Benefit Plans
• Governmental Employees Plans
                                                                                              
 Fee-based Asset Allocation Programs
• Managed Allocation Portfolios
     (MAP, MAPPlus)