???? The Holiday Spirit is Here! ???? We’re thrilled to share that donations for our Annual Holiday Toy Drive are already rolling in! ?? Each toy brings joy and hope to the families served by Common Ground Community, and we couldn’t do it without YOU! Want to spread some holiday cheer? ? Drop off a toy and make a difference in a child’s life this season. ?? Drop-off: 6425 Youree Drive Suite 180 Shreveport, LA 71105, Monday – Friday between 8:30-3:30PM. ?? Contact our office at (318) 798-1112 if you have any questions. Let’s come together to make this holiday season unforgettable for these families! ?? #WFAToyDrive #HolidayGiving #SpreadJoy #CommunityMatters #CommonGround
WFA - Plan Invest Inspire
金融服务
Shreveport，Louisiana 1,413 位关注者
Your future is our priority. Talk to a financial advisor about your life goals. #PlanInvestInspire
关于我们
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.
- 网站
-
https://www.planinvestinspire.com/
WFA - Plan Invest Inspire的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Shreveport，Louisiana
- 类型
- 私人持股
- 创立
- 1997
- 领域
- 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和Independently Owned
地点
WFA - Plan Invest Inspire员工
-
Kristi Jones
Client Experience Coordinator at WFA
-
Chase R. Crump, CFP?
Certified Financial Planner?, NFLPA Registered Player Financial Advisor
-
Dany L Martin, MBA
??2021 InvestmentNews Top 40 Under 40 Honoree?? ?? Text Me (318)716-3549
-
Stephen B. Carney, ChFC?
Partner & Wealth Advisor at WFA - Plan Invest Inspire
动态
-
Celebrating an incredible career! ?? This weekend, our team came together to celebrate Brandon Wilson at his retirement party! It was a night filled with memories, laughs, and heartfelt words to give Brandon his flowers and show our gratitude for all he’s done during his football career and continuing to do with his foundation in the community. ? As he steps into this exciting new chapter, we’re cheering him on every step of the way. Here's to new adventures, Brandon! ?? #TradingInCleatsForACalculator #RetirementCelebration #CheersToBrandon #NextChapter Dany L Martin, MBA Stephen B. Carney, ChFC? Rashad Johnson Chase R. Crump, CFP?
-
-
? A huge thank you to everyone who attended our post-election event at Chef’s Table. Special thanks to Rick Wedell and Patrick Sittner MIMFA MBA for sharing insights into the market and economic outlook as we move forward post-election and diving deeper into our investment strategy. ?? We’re grateful for the support from RFG Advisory and all who made this event a success! Let's keep building connections and creating lasting memories together! #WFA #RFGAdvisory #PostElectionEvent #PlanInvestInspire
-
-
-
-
-
+1
-
-
Happy Veterans Day from all of us at WFA! Today, we honor and celebrate the bravery, dedication, and sacrifices made by veterans and their families. Thank you for your service and commitment to protecting our freedoms. ?????? #VeteransDay #ThankYouVeterans
-
-
?? It’s time to spread some holiday joy for WFA’s 4th Annual Holiday Toy Drive! ?? ?? How You Can Help: 1. Donate Toys: New gift items valued at $40 or less, including toys, clothes, and household goods. 2. Share this post with your friends and family to help us make a bigger impact. ???All items will be priced $5 or less to make holiday shopping affordable for families in need. ?? Drop-off: 6425 Youree Drive Suite 180 Shreveport, LA 71105, Monday – Friday between 8:30-3:30PM. ???Contact Kristi Jones at (318) 798-1112 or @[email protected] if you have any questions! Let’s make this holiday season special! ?
-
-
????♂? What an incredible time we had at Yoga Fest 2024! From sunshine-filled yoga sessions to kids’ activities to amazing vendors, it was a day full of smiles and good vibes. Everyone was able to fuel the day with our sponsored Rhino coffee bar and branded cups! ? Plus, our cooling towels were a hit! Already looking forward to next year, YogaFest Family! ? #WellnessJourney #CommunityVibes #Yogafest2024 #SunshineAndZen #FamilyFun
-
-
???? Yogafest is here, and we're thrilled to be sponsoring the music stage for the 4th straight year!?Come join us this weekend for beautiful weather, awesome people, an incredible setting at Sample Farm while promoting health and wellness in the community! ??♂??? Still need a ticket? ??? Get yours here: https://lnkd.in/gJczMa5b #Yogafest2024 #CommunityEvents #SampleFarm #PlanInvestInspire
-
-
???? Attention NFL Players! Here's what you should know about your pension plan: The 401(k) Savings Plan contribution period began on October 15th! You’re eligible to contribute up to $23,000 in 2024 (the IRS max). Starting with your 2nd Credited Season, you’re eligible for a $2-to-$1 club matching contribution up to $34,000—meaning your team gives you $2 for every $1 you invest in your future! Practice Squad players also receive a $2-to-$1 match, up to $1,500. ?? Be sure to log in to www.NFLPlayerBenefits.com and review your elections to stay on top of your game financially! ?? #NFL #NFLPA #FinancialPlanning #PlayerBenefits
-
-
Thank you, Hilton Shreveport for inviting us to be a part of your Wellness Fair! We loved having the opportunity to speak with your amazing team about the importance of financial wellness. ???? #FinancialWellness #EmployeeWellness #HiltonShreveport
-
-
It’s NATIONAL BOSSES DAY ?? We couldn’t go without posting the best bosses around! “A great boss encourages, inspires and leads” and you are all a prime example of that! Thank you for always guiding us and providing us with an awesome work environment! ?????? Dany L Martin, MBA Stephen B. Carney, ChFC? Chase R. Crump, CFP? #WFA #GreatBosses #Leadership #PlanInvestInspire
-