WFA - Plan Invest Inspire

07/15/2026

When it comes to your financial future, credentials matter.

A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional has completed rigorous education, passed a comprehensive exam, gained extensive experience, and is committed to acting in your best interest.

A CFP® professional can help you:
✔ Create a personalized financial plan
✔ Navigate retirement with confidence
✔ Build an investment strategy aligned with your goals
✔ Plan for taxes, estate needs, and life's major milestones
✔ Stay focused through changing markets

When you need financial guidance rooted in experience, integrity, and a genuine commitment to your goals, a CFP® professional is your best advocate. Let’s start the conversation today. Give us a call at 318.798.1112.

07/10/2026

There is just something about sponsoring the music stage at a cookoff competition in New Roads that we just couldn’t pass up! Rock On South Louisiana…… 🤘

Thank you WFA for being our BAND Sponsor. Tailgate fun w/ great music!

07/01/2026

Our Q2 Newsletter Has Arrived! 📬

The second quarter was filled with meaningful moments, community impact, and exciting milestones across WFA.

Inside this edition, you'll find:
🔹 Rick Wedell's annual Rotary Club of Shreveport presentation with Tommy Williams
✨ Market updates from Rick and Dany's recent Live Q&A webinar
🏈 Brandon Wilson's 4th Annual Football Camp and his Key to the City proclamation
⚾ Chase Crump's commitment to Shreveport Little League
🎓 Steve Carney's family celebrating two LSU graduates
🏆 Client Spotlight: Congratulations to Dr. Debra Atkisson, recognized as one of Fort Worth Magazine's Top Doctors for 2026
🤝 Highlights from the NFLPA Joint Conference
💡 An inspiring article on redefining success beyond your portfolio

We're grateful for another quarter of serving our clients, strengthening relationships, and giving back to the communities we call home.

📖 See what's been happening at WFA at the link below!

https://canva.link/big2mwvyvovv7ti

06/30/2026

What an incredible weekend for our own Brandon Wilson! 👏

Brandon hosted his 4th Annual Football Camp 🏈, bringing together young athletes for a day of learning, mentorship, and fun. More than football, the camp is about investing in the next generation teaching teamwork, discipline, confidence, and leadership both on and off the field. 💪⭐

To make the occasion even more memorable, Brandon was presented with the City Coin 🪙 and received an official Brandon Wilson Day Proclamation 📜 from Shreveport Mayor Tom Arceneaux in recognition of his outstanding commitment to serving the community and making a lasting impact on local youth. 🎉

We're incredibly proud of Brandon for using his platform to inspire others and give back to the community that helped shape him. ❤️ Congratulations on this well-deserved honor and another successful camp! 🙌

06/24/2026

If you missed our recent Live Q&A, we've got you covered with the replay.

During the discussion, Rick and Dany shared their perspectives on today's market environment and strategies for navigating uncertainty while staying focused on long-term goals.

The conversation also provided an update on WFA's continued growth and evolution. Dany shared how we're expanding our services and capabilities to better serve our clients in an ever-changing financial landscape. As our firm grows, our commitment remains the same: providing comprehensive guidance, innovative solutions, and meaningful support to help individuals and families pursue their financial goals with confidence.

We also offer a glimpse into what's ahead for WFA, including a teaser about an exciting announcement coming this September!

Watch the replay at the link below!

WFA is focused on you and the life you want to live today and tomor...

06/16/2026

Building wealth starts with knowledge, opportunity, and intentional planning.

We're proud to share that Brandon Wilson was selected to serve on the BizTalks Panel: Building Black Wealth at this year's Art•ish.

Alongside an accomplished group of business leaders, Brandon joined the conversation on financial literacy, entrepreneurship, investing, ownership, and creating generational wealth.

These important discussions help empower individuals, families, and business owners with the tools and strategies needed to build stronger financial futures for generations to come.

06/10/2026

What happens when you finally reach financial security and realize the bigger question has nothing to do with money?

Many people spend years focused on building wealth, preparing for retirement, and achieving financial stability. But once those goals are within reach, a new question often emerges: What's next?

A recent article in St. Louis Magazine featuring Christine Wedell, Financial Advisor at Volare Wealth Advisors, explores how financial planning can evolve beyond numbers and investment performance to focus on purpose, confidence, and the life you want to create.

Financial security isn't the destination—it's the foundation for living with greater clarity, confidence, and intention.

Read the full article here: https://www.stlmag.com/branded-content/what-happens-after-financial-security-volare-wealth/

06/08/2026

🏈☀️ This July 16–19, more than 620 Former NFL Players and their families will gather in Orlando for the NFLPA's annual Summer Getaway—a special weekend focused on connection, engagement, and community.

While events like the Summer Getaway provide an opportunity to reconnect with fellow players, they also serve as a reminder of the valuable benefits available to former players through the NFLPA.

One important benefit is the NFL Dedicated Hospital Network Program, which provides eligible Vested Former Players access to a network of high-quality healthcare providers in NFL club cities across the country.

Eligible players may receive:
✔️ 100% coverage for preventive care services
✔️ Up to $25,000 annually for primary medical care
✔️ Up to $25,000 annually for mental health services

If you're a Vested Former Player, don't leave these valuable healthcare benefits on the table. Taking advantage of the resources you've earned can help support your health and well-being for years to come.

06/02/2026

Today, our Chief Investment Officer, Rick Wedell, had the honor of speaking to business and community leaders at the Rotary Club of Shreveport.

This marked Rick's ninth presentation to the organization, where he shared his annual economic outlook and insights on the markets, economy, and key trends shaping the financial landscape.

Thank you to the Rotary Club of Shreveport for the opportunity and especially honored that club leadership including Tommy Williams, has asked Rick to continue what has become a valued annual tradition.

05/29/2026

There’s still time to register for our upcoming live webinar featuring advisor Dany Martin and Chief Investment Officer Rick Wedell!

If you’ve been wondering how today’s market and economic changes could impact your financial goals, this session is designed for you. We’ll cover timely investment topics, share professional insights, and answer audience questions live during the event.

Send any questions you’d like addressed during the webinar to:
[email protected]

Reserve your spot here: https://rfgadvisory.zoom.us/webinar/register/WN_lpVfBCz9QsSa79iKk7BLTw #/registration