WMS Group

WMS Group 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.

A $6 coffee doesn’t feel like a big deal. And it isn’t. By itself.But $6 turns into $30 a week. About $1,500 a year. And...
06/03/2026

A $6 coffee doesn’t feel like a big deal. And it isn’t. By itself.

But $6 turns into $30 a week. About $1,500 a year. And over time, that’s where it starts to matter.

This isn’t about cutting out everything you enjoy. It’s just knowing where your money is going, and deciding what’s actually worth it.

The “latte” in most portfolios isn’t a $6 coffee, it’s the layer of fees, expense ratios, and hidden costs inside investment products that most people never see on a statement. Those numbers are usually larger than any coffee habit, and they compound the same way.

A portfolio review will surface what you’re actually paying, what you actually own, and how it stacks up against a model built around individual equities and lower structural costs.

Schedule your portfolio review https://bit.ly/4uF0SMI or reach out directly > [email protected]

If you have young kids, this is worth a minute of your time. There’s a new child savings program now open, and depending...
06/01/2026

If you have young kids, this is worth a minute of your time. There’s a new child savings program now open, and depending on your situation, your child may qualify for an initial deposit from the Treasury.

Here’s the quick breakdown:

• $1,000 deposit if your child was born after 1/1/2025
• $250 deposit if your child is under 10, was born before 1/1/2025, and your zip code qualifies (most do)
• Some states and employers may offer additional contributions

It takes a few minutes to check, and it’s money your child may already be eligible for.

Best place to get details and apply: trumpaccounts.gov

05/29/2026

Quick gut check for your portfolio: If you didn’t already own this position, would you buy it today at the current price?

Not last year. Not when you first picked it. Today.

Most people don’t think this way. They hold on because something is down, or because they’ve had it for a while, or because selling just feels like taking a loss.

But your portfolio shouldn’t run on old decisions. It should reflect what makes sense now.

If you want to walk through that question together, let’s take a look.
📞 985-377-6228

We’re a father and son team, and we’ve intentionally kept it that way. No big firm structure. No getting passed off to s...
05/27/2026

We’re a father and son team, and we’ve intentionally kept it that way. No big firm structure. No getting passed off to someone new every time you call.

When you work with us, you’re working directly with Mike and Andrew, now and long term.

It keeps things simple, consistent, and focused on what actually matters, you.

If you’re looking for a more personal approach, let’s start a conversation.

📞 985-377-6228
📩 [email protected]
🌐 www.advisormike.com

Most people don’t need more “advice” thrown at them, they just want to know if what they’re doing actually makes sense.T...
05/26/2026

Most people don’t need more “advice” thrown at them, they just want to know if what they’re doing actually makes sense.

That’s how we approach it.

If everything looks good, we’ll tell you. If something’s off, we’ll walk through it with you and help you make decisions.

Nothing complicated, just a real conversation about your portfolio.

Want a second look? Schedule your review > https://bit.ly/4vQTejo
📞 985-377-6228

Remembering and honoring those who served and sacrificed.Wishing everyone a meaningful Memorial Day. 🇺🇸
05/25/2026

Remembering and honoring those who served and sacrificed.

Wishing everyone a meaningful Memorial Day. 🇺🇸

05/21/2026

If you’ve ever wondered what you’re really paying, or if your portfolio actually lines up with your goals, it might be worth a second look.

We offer a complimentary, no obligation review where we’ll walk through what you own, what it’s costing you, and how it’s structured. If everything looks solid, we’ll tell you. If not, you’ll know exactly what to consider next.

No pressure. No sales pitch. Just a clear, honest perspective.

📋 Schedule your free portfolio review
📞 985-377-6228

Most people think higher returns automatically lead to better outcomes. But that’s not always how it works.In fact, two ...
05/19/2026

Most people think higher returns automatically lead to better outcomes. But that’s not always how it works.

In fact, two portfolios can have the exact same average return over time, yet end up in very different places.

Why? Because volatility matters.

It’s a simple concept, but one that’s often overlooked. The path your investments take can be just as important as the return itself.

📋 Want help understanding how this applies to your portfolio?
Let’s talk > 📞 985-377-6228

It’s time for another Ask Andrew, where we break down real financial questions in a simple, straightforward way.Q: Are r...
05/15/2026

It’s time for another Ask Andrew, where we break down real financial questions in a simple, straightforward way.

Q: Are reverse mortgages a good idea in retirement?

A: It depends on your situation.

A reverse mortgage can help improve cash flow by turning home equity into usable income, and it allows you to stay in your home without a monthly mortgage payment.

But there are tradeoffs.

The loan balance grows over time, fees can be higher, and it can reduce the value of what you leave behind to your family.

For some, it can be a useful tool. For others, it may not fit their long term goals.

The key is understanding how it fits into your overall financial plan before making a decision.

📋 Have a question you want answered? Send it our way or let’s talk
📞 985-377-6228

05/14/2026

A strong financial plan does not happen all at once, it’s built step by step.

First, it starts with understanding your goals, where you are today and where you want to go.

Then, building a strategy that is tailored, cost efficient, and aligned with your situation.

And finally, staying with you over time, adjusting as needed and helping you stay on track.

Because real financial success is not just about the plan, it’s about the process.

📋 Ready to take the first step? Let’s start the conversation
📞 985-377-6228

Address

14249 Thompson Road
Folsom, LA
70437

Telephone

+19858090530

Website

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