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Alan Null

3201 Shamrock Street S, Suite 104
Tallahassee, FL 32309

850-300-7059

The financial future you want

The financial future you want

The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.

Learn about our Products & Services
I work with you

I work with you

Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.

Learn about the Planning Process
Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

<p>Why Everyone Needs an Estate Strategy</p>

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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<p>What Is a Roth 401(k)?</p>

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Whatever matters to you, matters to me.

I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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