Understanding Today's Financial Environment
In today’s uncertain financial environment, you need a trusted advisor to walk you through the process of investing for the future. Whether you’re strategizing for your estate, creating a plan to live comfortably throughout retirement, or saving for college, our trusted financial advisors in Shreveport can help. From our headquarters in Shreveport, Williams Financial Advisors helps clients across Louisiana and around The United States gain financial confidence and prepare for the future.
Join our family and get personalized wealth planning recommendations and investment planning insights upon which you – and your whole family – can depend.
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Helpful Content
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.