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We Know What It Takes

We Know What It Takes

Lots of hard work, dedication, and maybe a little bit of luck. And we also know that the best entrepreneurs have one thing in common: they know when to ask for help.


That's Where We Come In

We work with founders, presidents, and CEOs of companies and help them develop strategies to better manage and protect their business.

We help you plan for everything financial.

From retirement planning and cash management to succession planning and deferred compensation, we'll help you plan for all of the expected and unexpected bumps in the road. That way, you can spend less time worrying about your finances and more time focusing on building your business—and working toward the life you've always dreamed about.


Whether you’re an entrepreneur just starting out or have been running your company for decades, we help you make strategic decisions about your businesses and personal financial situation.


At WFA, we help entrepreneurs like you make better decisions about their money. Our services include:


  • Retirement Planning: Let us give you more time to do the things you love and help set up the 401(k), SEP IRA, Defined Benefit Plan, etc.
  • Tax Planning: Customized to your business and its needs, in concert with a Certified Professional Account*
  • Cash Management: We'll show you how to save money and put it back into your business.
  • Succession Planning: We want to make sure that the business will be there for your family long after you're gone.
  • Deferred Compensation: We'll show you how to pay yourself first and get paid what you're worth.
  • Keyman Insurance: We'll help you protect your company's most valuable assets—its people! 

    *WFA is not engaged in the practice of tax preparation or accounting. Content here should not be construed as an offer for such services. Always consult a tax professional or accountant regarding your specific tax situation. 

In today’s competitive world, it is more important than ever to have a trusted partner who understands that you face unique planning challenges.  Schedule time with us and we can help you think through:

  • Sources of capital tied to your needs for the business including growth, acquisitions, minority recaps and balance sheet restructuring
  • Branding and marketing
  • Business development and organic growth strategies
  • Organic Growth Strategies
  • Team culture and defining roles and responsibilities

Your time is valuable; spend it on what matters most to you. Your money is valuable; spend it where it will have its biggest impact. Let us do the rest.


WFA Team members are involved in the following Associations

  • Rotary Club of Shreveport
  • Junior Achievement Financial Literacy
  • Amazing Shake
  • Common Ground
  • Shreveport Little League
  • Cabosa Soccer

    *These organizations are separate from WFA and unaffiliated. 

Let's Get Started

1

Set Up a
Time to Talk

2

Discuss Your
Dreams and Goals

3

Create a Path
for Your Future