WOSTONEADVISORS.COM

W. O. Stone Advisors

Establishing a financial plan can be challenging as various difficulties commonly arise including a lack of time and knowledge. Our team of professionals have years of experience in financial planning. As your partner, we can help you address the financial needs of today, tomorrow, or many years to come. We invite you to schedule a complementary initial consultation or second opinion. Save for Retirement - or College? Posted Nov 6, 2013, 7:46 AM. Overpaying for Parent's Care? Posted Aug 14, 2013, 12:19 PM.

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CONTACTS AT WOSTONEADVISORS.COM

Travis Woods

1501 L●●●●●●nd Dr.

Sui●●●250

Ja●●on , MS, 39216

UNITED STATES

1601●●●●0190

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Travis Woods

1501 L●●●●●●nd Dr.

Sui●●●250

Ja●●on , MS, 39216

UNITED STATES

1601●●●●0190

tb●●●●●@yahoo.com

View this contact

Travis Woods

1501 L●●●●●●nd Dr.

Sui●●●250

Ja●●on , MS, 39216

UNITED STATES

1601●●●●0190

tb●●●●●@yahoo.com

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W. O. Stone Advisors | wostoneadvisors.com Reviews

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Establishing a financial plan can be challenging as various difficulties commonly arise including a lack of time and knowledge. Our team of professionals have years of experience in financial planning. As your partner, we can help you address the financial needs of today, tomorrow, or many years to come. We invite you to schedule a complementary initial consultation or second opinion. Save for Retirement - or College? Posted Nov 6, 2013, 7:46 AM. Overpaying for Parent's Care? Posted Aug 14, 2013, 12:19 PM.

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6 financial planning

7 commentary

8 newsletters

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W. O. Stone Advisors | wostoneadvisors.com Reviews

https://wostoneadvisors.com

Establishing a financial plan can be challenging as various difficulties commonly arise including a lack of time and knowledge. Our team of professionals have years of experience in financial planning. As your partner, we can help you address the financial needs of today, tomorrow, or many years to come. We invite you to schedule a complementary initial consultation or second opinion. Save for Retirement - or College? Posted Nov 6, 2013, 7:46 AM. Overpaying for Parent's Care? Posted Aug 14, 2013, 12:19 PM.

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wostoneadvisors.com

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Save for Retirement - or College? - WSJ.com - W. O. Stone Advisors

http://www.wostoneadvisors.com/commentary/saveforretirement-orcollege

Save for Retirement - or College? Posted Nov 6, 2013, 7:37 AM. By Travis Woods [ updated Nov 6, 2013, 7:46 AM. It's the fundamental financial conflict that many families face: saving for college vs. saving for retirement. So how do financial experts recommend juggling these two savings goals? Here are some of their pointers. Continue reading. Securities offered through Purshe Kaplan Sterling Investments Member. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.

2

Newsletters - W. O. Stone Advisors

http://www.wostoneadvisors.com/commentary/newsletters

We offer a free quarterly newsletter to those interested. You may signup here. To receive our newsletter. Securities offered through Purshe Kaplan Sterling Investments Member. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Advisory services offered through EFP Advisors Inc., an SEC Registered Investment Advisor. Ark ansas Insurance Producer License Number 1309772. Investments through PKS or EFP Advisors are:. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL.

3

Financial Planning - W. O. Stone Advisors

http://www.wostoneadvisors.com/services/financial-planning

We provide broad planning services covering all areas of your financial life. In addition to developing and implementing an investment plan to meet your long-term needs, we can provide financial planning in the areas of retirement, estate planning, taxation, education and insurance. Retirement Planning (Before and After):. Securities offered through Purshe Kaplan Sterling Investments Member. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Ark ansas Insurance Producer License Number 1309772.

4

Our Fees - W. O. Stone Advisors

http://www.wostoneadvisors.com/about/fees

Upon engagement, fees for our services. Securities offered through Purshe Kaplan Sterling Investments Member. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Advisory services offered through EFP Advisors Inc., an SEC Registered Investment Advisor. Ark ansas Insurance Producer License Number 1309772. Investments through PKS or EFP Advisors are:. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

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Commentary - W. O. Stone Advisors

http://www.wostoneadvisors.com/commentary

Articles and/or post on topics we find timely and pertinent. Posted Aug 12, 2016, 9:47 AM. By Travis Woods [ updated Aug 12, 2016, 9:50 AM. The question I received recently went like this how should I [younger than 40] save for retirement? We should first define the generally accepted definition of retirement: the action of leaving one’s job and ceasing to work. When left to our own devices, we are apt to make bad decisions either doing things we shouldn’t do or not doing things we should do. Financi...

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Establishing a financial plan can be challenging as various difficulties commonly arise including a lack of time and knowledge. Our team of professionals have years of experience in financial planning. As your partner, we can help you address the financial needs of today, tomorrow, or many years to come. We invite you to schedule a complementary initial consultation or second opinion. Save for Retirement - or College? Posted Nov 6, 2013, 7:46 AM. Overpaying for Parent's Care? Posted Aug 14, 2013, 12:19 PM.

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