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Willis R. Deaton, Jr., CFP®, CMFC

Waddell & Reed Financial Advisors

200 Centerpoint Cir
Ste 140
Columbia, SC 29210
Phone: (803) 798-5796

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Household Income Minimum: $40,000
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth

 

How Planner Charges

Considerations: Client can choose between fee only or fee based planning

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.