|About Waddell & Reed:|
Stephen Rischall is a Chartered Retirement Planning Counselor and licensed Financial Advisor. He specializes in long term investment management for individuals, businesses and estates.
Managed Allocation Portfolios, Fee based investment accounts, mutual funds, brokerage, Roth IRA, IRA, Trusts, TOD.
Retirement Plans & Executive Benefits:
401(k), 403(b), Cash Balance, Pensions, SEP IRA, SIMPLE IRA, Non Qualified Deferred Compensation, Buy/Sell agreements.
Comprehensive financial planning for individuals and businesses. We work in a collaborative manner with your other trusted advisors.
Life insurance, Long term care insurance, Disability insurance.
San Fernando Valley Business Journal "20 in their Twenties"
Chartered Retirement Planning Counselor, College for Financial Planning