WFA - Plan Invest Inspire

WFA - Plan Invest Inspire

Financial Services

Shreveport, Louisiana 1,405 followers

Your future is our priority. Talk to a financial advisor about your life goals. #PlanInvestInspire

About us

WFA is dedicated to providing you with thoughtful investment and financial guidance. Our advisors deliver customized wealth management services built on trust and transparency. Our support staff provides the customer service that is so hard to find these days. Our long track record of trusted guidance, objective advice, and investment management will guide you to pursue your financial goals. Open communication and full transparency are a part of our culture. We work with individuals to accomplish comprehensive life planning that meets their long-term goals tomorrow but helps them live their best life today. This plan is then tied to your Fetch Financial Life Hub so it doesn’t just sit on a shelf in a binder but is instead updated with your investment portfolio and reflective of your current life goals and priorities. Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging WFA's state-of-the art portfolio stress testing and risk assessment tools, we help ensure that your questions are answered and needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you. Recognizing that men and women think and talk about money differently, we created an educational website designed for women to learn how to live financially fearless. Visit www.StrongHERmoney.com to learn more. Come and experience the difference!! #PlanInvestInspire Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory, Williams Financial Advisors, LLC and Private Client Services are unaffiliated entities.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Shreveport, Louisiana
Type
Privately Held
Founded
1997
Specialties
Financial Planning, Investment Management, Estate Planning, 401k Management, Tax Planning, Retirement Planning, Business Consulting, Business Succession Planning, Charitable Giving, Technology, Financial Literacy, Behavioral Coaching, Retirement Income Planning, Tax Efficiency, Risk Management, Cash Flow Planning, Planning for Women, Fiduciary, Fee-Based, and Independently Owned

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