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DOLLARS & SENSE | A WEBINAR SERIES

DOLLARS & SENSE | A WEBINAR SERIES

We understand that you need assurance now more than ever, and because of this we have organized a Webinar Series called “Dollars and Sense” with Maven Lane Financial Group.

Amy gathered a group of professionals to present on timely topics applicable to the current challenges and market volatility we have all been experiencing; she wants to help you navigate through these unfamiliar and unnerving times, and to provide some clarity, information and understanding surrounding the current state of the market.

Register for upcoming Webinars, learn about past Webinars, request a topic or apply to be a guest speaker by clicking below.


DOLLARS & SENSE

At Maven Lane Financial Group, we are here to help you design your best financial life and legacy.

Emma Sims

Emma Sims

Marketing Coordinator / Advisor Assistant

"It's like visiting with a friend."

"It's like visiting with a friend."

At Maven Lane Financial Group, we bring a sense of home to dealing with the complexities of your financial life. When you are with us, you are with someone who cares. We will go above and beyond to create a plan that caters to your individual necessities and ambitions.

OUR CLIENTS

OUR CLIENTS

Our clients are individuals preparing for retirement or who have already retired. Often, clients that come to us are professionals working in technology needing assistance with their stock options, complex benefits and investments, as well as financial planning, tax strategies, estate planning and insurance analysis.

Are you interested in the financial planning services that we offer? Click the link below to learn more.


PRODUCTS & SERVICES

OUR STORY

I joined Waddell & Reed in 2009. I was attracted to this business because of the proactive approach to managing personal finances.

Growing up, my father owned a small business; I admired his dedication and commitment to his clients, his team and especially his family. I started working for him at around 12 years old. In the beginning, I was in charge of billing and accounts receivables. Later, I managed the phones and client requests. I always wanted to be just like him and to someday run a business of my own that I could be as passionate about. My father created a legacy with his business that he left to my brothers, and in the lasting lessons he taught all of us.

I have been fortunate to have a business that has grown so much over the years and so many incredible clients to credit for that...


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ACCOUNT ACCESS ONLINE

ACCOUNT ACCESS ONLINE

We offer a variety of useful places to access your accounts online, including the main Waddell & Reed website, eMoney, COMPASS, and NetxInvestor. Each one has their own unique and beneficial features that are valuable to utilize in order to track your progress towards your financial goals.

We have made each of these websites readily available to you; to learn more, click below.


ONLINE ACCESS

RISKALYZE - GAUGING YOUR PORTFOLIO'S RISK

Waddell & Reed is not affiliated with any other entities referenced.