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Blog

People Smiling At Computer Screen
Allen Taylor | Sep 20, 2021

Should My Child Go Back to College This Fall?

College

The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to

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Allen Taylor | Sep 17, 2021

Ups and Downs of Online-Only Banking

Finance

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients

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Elderly woman and younger woman having a conversation
Allen Taylor | Sep 13, 2021

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Grandmother and granddaughter knitting together
Allen Taylor | Sep 10, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Allen Taylor | Sep 6, 2021

5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus

Finance

The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when it comes to our finances. And

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Man cleaning floor in restaurant
Allen Taylor | Sep 3, 2021

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Yellow Volkswagen van on road in desert
Allen Taylor | Aug 30, 2021

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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Woman in a suit holding a piece of paper. She is in an office setting.
Allen Taylor | Aug 27, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Three women laughing in a park
Allen Taylor | Aug 23, 2021

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Elderly person holding a stress ball
Allen Taylor | Aug 20, 2021

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Newspaper article with a red circle around a section about ETFs
Allen Taylor | Aug 16, 2021

Understanding Exchange-Traded Funds

Finance
Not sure where to invest your money? Consider exchange-traded funds (ETFs). ETFs can help you take advantage of the ease of stock trading with the
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Young professional women in a meeting
Allen Taylor | Aug 13, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to become our clients' trusted advisors.

 

Locations

Birmingham, AL Office
2100 Riverchase Ctr, Suite 408
Birmingham, AL 35244

Booneville, AR Office
1623 Ridgeview Dr
Booneville, AR 72927

Lake Charles, LA Office
4902 Ihles Rd, Suite C
Lake Charles, LA 70605

Houston, TX Office
4328 West Alabama St
Houston, TX  77027

Atlanta, GA Office
3350 Riverwood Pkwy, Suite 1900 Atlanta, GA 30339

 

Contact Info

Email | info@wsllc.us

Birmingham, AL Office
Phone | 205-397-3333
Toll-Free | 866-746-6839

Booneville, AR Office
Phone | 479-675-6089

Lake Charles, LA Office
Phone | 337-477-3721
Toll-Free | 800-460-6299

Houston, TX Office
Phone | 713-621-7563

Atlanta, GA Office
Phone | 205-397-3333

 

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Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC.  Investment Advisory Services offered through Csenge Advisory Group (CAG), Registered Investment Advisor.  Wealth Strategies, LLC, is not affiliated with LSF or CAG.  This site is published for residents of the United States only.  Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  Not all services referenced on this site are available in every state and through every advisor listed.  For additional information, please contact Allen Taylor at 866-746-6839 or allen@wsllc.us.

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