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Blog

Set of keys beside miniature house
Allen Taylor | Oct 11, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
Business page of a newspaper
Allen Taylor | Sep 28, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
Grandmother with child
Allen Taylor | Sep 8, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Person writing a list in a notebook
Allen Taylor | Aug 23, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
Two women meeting in an office space.
Allen Taylor | Aug 9, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Woman with graduation cap looking at the sky
Allen Taylor | Jul 26, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
Man sitting on bench in park
Allen Taylor | Jul 12, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More
Two people at work high fiving at a desk
Allen Taylor | Jun 28, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
Read More
Two elderly people sitting on a bench looking at the sea
Allen Taylor | Jun 14, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More
A man sitting on a bench watching a plane take off
Allen Taylor | Jun 1, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
Read More
Close up portrait of child giving two thumbs up
Allen Taylor | May 23, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Allen Taylor | Apr 18, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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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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