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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

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Surprises

Making the most of surprises is a great reason to work with us.

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