WMS Group

Name: WMS Group
Address: 14249 Thompson Road, Folsom, LA, 70437, US
Telephone: +19858090530
Price range: $$

Tired of Advisors that live in a world of Conflict between you and their firms agenda.

With over 3 decades of experience WMS Group offers Holistic Financial Coaching to a allow you and those around you to benefit from and achieve your financial goals and dreams. Find out what the difference is when you work with us and find out that our only agenda is looking out for your best interest.

08/31/2026

Did you know your beneficiary designation can determine who receives certain assets, regardless of what your will says?

Retirement accounts and life insurance policies are two places where outdated beneficiary information can create problems.

Marriage, divorce, children, grandchildren and other major life changes are all good reasons to pull up those accounts and check.

It takes a few minutes. And it’s one of those financial housekeeping tasks that’s very easy to forget. Find out more > https://bit.ly/4sQXH3t

08/28/2026

QUICK QUESTION! Your Goals Changed. Did Your Plan?

Think about what you wanted financially five years ago. Is it still what you want today?

Maybe retirement is closer. Maybe you’re earning more. Maybe you bought a home, started a business, had kids, or decided you’d rather retire at 60 than 65.

Your financial plan should change when your life does.

If yours hasn’t been revisited in a while, this might be a good time.

📞 985-377-6228

08/26/2026

When you have a question about your money, you shouldn’t have to figure out who at the firm knows your account.

WMS Group is a family-run, independent firm. When you work with us, you work directly with Mike and Andrew. They know your plan, your goals and the conversations that got you there.

And when something changes in your life, you know exactly who to call.

Want to get to know us? Reach out today > 📞 985-377-6228

08/24/2026

QUICK QUESTION | What are you actually paying for?
You probably know what your mortgage costs. You know your car payment. You know roughly what the electric bill will be.

Could you say the same about your investments?

Fund expenses, advisory fees, annuity costs and other charges can be easy to miss because you usually don’t receive a separate bill for them.

Pull up your latest statement and see if you can figure out what you paid over the last year. If the answer isn’t clear, that’s a good question to bring to us.

📞 985-377-6228
🌐 https://bit.ly/4sQXH3t

08/21/2026

Retirement changes the way you use your investments.

While you’re working, a down market can be uncomfortable, but your paycheck is still coming in. In retirement, your portfolio may be part of the paycheck.

That makes questions like where your withdrawals will come from, how much cash you keep available, and what you may need to sell during a down market much more relevant.

If retirement is getting closer, these are conversations worth having before your last day of work.

📞 985-377-6228
🌐 https://bit.ly/4sQXH3t

08/19/2026

When was the last time you gave your portfolio a real checkup?

A few things worth looking at:

✓ Do you know what you actually own?
✓ Do you know what you’re paying in fees?
✓ Has your risk level changed since you first invested?
✓ Are you holding multiple funds that own many of the same companies?
✓ Does your portfolio still line up with what you need the money for?

If you’re unsure about a few of those answers, it may be time for a second look.

Schedule a portfolio evaluation > https://bit.ly/4sQXH3t
📞 985-377-6228

08/17/2026

Did you know that changing jobs can leave you with more than a new email address to remember. A lot of people also leave an old 401(k) sitting behind.

That account may be perfectly fine where it is. But it’s worth knowing what you own, what you’re paying, and whether it still fits with the rest of your retirement plan.

Have an old 401(k) you haven’t looked at in a while? We can help you review your options.

📞 985-377-6228
🌐 https://bit.ly/4sQXH3t

08/14/2026

Ask Andrew time!

Q: What does it actually mean to work with a fiduciary?

A: It means the advice you’re getting is supposed to be in your best interest.

That sounds obvious, but not every advisor is held to that standard. In some cases, recommendations can be influenced by commissions, products, or what a firm wants pushed.

As a fiduciary, the focus is on what actually makes sense for you, even if that means no changes at all. That’s really the difference.

If you’ve never had that kind of conversation, we can walk through it > 📞 985-377-6228

08/12/2026

A portfolio you set up a few years ago isn’t the same one you have today.

Markets move. Positions grow at different rates. Risk shifts.

It happens slowly, so most people don’t notice it. That’s why reviewing it matters.

If it’s been a while, this is a good time to take a look!
📞 985-377-6228

08/11/2026

A lot of people think they need to make a change.

New investment. New strategy. Something different.

Most of the time, the better move is just understanding what you already have and why it’s set up that way.

Clarity tends to fix more than constant changes.

If you’re not sure how yours is structured, we can walk through it > https://bit.ly/4sQXH3t
📞 985-377-6228

Address

14249 Thompson Road
Folsom, LA
70437

Telephone

+19858090530

Website

http://www.advisormike.com/

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