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THOMAS-WADDELL & Associates
Ricardo D. Thomas, ChFEBC, RFC®
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 Answers to life's financial challenges" is what we're all about.

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

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Newsletters
  • Due Date Approaches for 2017 Federal Income Tax Returns
    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Weathering the Storm: Are You Prepared?
    Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and flooding can result in costly damage to your
  • College Saving: How Does a 529 Plan Compare to a Roth IRA?
    529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997,
  • How does working affect Social Security retirement benefits?
    If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social
  • Will a government pension reduce my Social Security benefits?
    If you earned a government pension from a job not subject to Social Security tax withholding ("noncovered employment") and are also eligible for
    
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DISCLOSURE

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor,  member  FINRA / SIPC. THOMAS-WADDELL & Associates and LPL Financial are separate and unrelated companies.

Third party posts found on this website do not reflect the views of  LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.

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:


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.



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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