Josh Funk is a Financial Advisor at Waddell &Reed Inc.  in Twin Falls Idaho.  As a financial advisor, Josh guides his clients through financial planning, investments, and managing risk.  Josh strives to make it simple and straight forward to identify and plan for financial goals.  His advice and ideas can help clients navigate through understanding the opportunities and the risks with each decision they make.  Josh’s objective is to help clients pursue their goals in an effective way based on their resources and risk tolerance will allow.  

There are many opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  Having a financial advisor on your side can help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

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  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.