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THOMAS-WADDELL & Associates
Ricardo D. Thomas, ChFEBC, RFC®
Senior Financial Consultant
504-456-6464
rthomas@thomaswaddell.net
Welcome
WELCOME TO OUR WEBSITE!

Since 1987, THOMAS-WADDELL & Associates has provided comprehensive financial consulting services to individual and small business clients. In addition,
our firm provides asset management services and financial education programs developed to address the needs of individuals, small businesses, and churches. 

Increasing financial literacy is at the foundation of everything we do. It is with this mission in mind that we have developed our website to provide information to both our clients and prospective clients to make informed financial decisions for their financial futures. 

We invite you to sign up for our newsletters, take part in one of our e-seminars or contact us for more information on our services.

"Providing Solutions to life's financial challenges" is what we're all about.

--Ricardo D. Thomas, CDFA,ChFEBC, RFC
   President

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Newsletters
  • Working in Retirement: What You Need to Know
    Planning on working during retirement? If so, you're not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of
  • Life Is for the Living, and So Is Life Insurance
    Life can be busy. The requirements of work and family often leave little time to step back and think about where you've been and where you're heading. But as
  • Converting Retirement Savings to Retirement Income
    You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into
  • Are you ready to retire?
    Here are some questions to ask yourself when deciding whether or not you are ready to retire.
  • What happens to my property if I die without a will?
    If you die without a will, your property will generally pass according to state law (under the rules for intestate succession). When this happens,
    
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DISCLOSURE

INVEST Financial Corporation, member  FINRA / SIPCand its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with THOMAS-WADDELL & Associates.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:

INVEST Financial Corporation's Privacy Policy

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. *Investment Advisory Services and Securities are offered through INVEST Financial Corp (INVEST) member FINRA,SIPC and Registered Investment Advisor   



This communication is strictly intended for individuals residing in the state(s) of CA, FL, GA, LA, MD, MS, NM, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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