Financial Investment Strategies

Managing wealth—or trying to obtain it—can be a complex task. As a Financial Advisor with Waddell and Reed, Malini Raswant will work with you to create a customized financial investment strategy designed to achieve your goals.

Malini Raswant Vienna Virginia Financial Planner and Financial InvestmentsMalini will sit down with you to review any current investments. From there she starts a detailed yet straightforward process of assessing your financial investments and identifying your short and long term goals. Armed with the history of your financial situation, Malini will be able to help create a roadmap to a solid investment strategy.

No matter what your current income level, Malini offers personalized financial services tailored to serve you. She will work with you to create a financial strategy aimed at reaching the goals you set.

As your Financial Advisor, Malini will monitor your investment portfolio regularly to ensure that it remains consistent with your asset allocation. She will also meet with you often to review her recommendations and make sure they continue to be appropriate for your current situation.

Call Malini with any questions you may have about financial investments, or to find out more about the range of financial products she offers.

*Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.

**Malini Nanda Raswant is licensed in VA, DC, GA, LA, MD, NY, PA, NC, SC, DE, TX, VT and WI. Her office is located in Vienna, VA and is readily accessible to those seeking a financial advisor in the greater Fairfax County areas, as well as Arlington and Alexandria.

 

 

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