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Disclaimer
Bulletin
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access to the following pages to individuals residing in states where we are currently registered.The following is a list of states in which we are currently registered:
Louisiana
California
Georgia
Alaska
New Mexico
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Financial Planning & Asset Management
Planning for the Present and the Future
The foundation of THOMAS-WADDELL & Associates lies in our services to our individual clients. We provide expertise in:
Financial Planning
investment portfolio analysis
insurance portfolio analysis
estate planning
Pre-Retirement Planning
pension maximization analysis
pension distribution analysis
Investment Options for Legal Settlements
Mortgage Cancellation Program
Portfolio Management Service*
Investment Brokerage Services*
mutual funds*
money market funds*
annuities
tax-sheltered annuities
stocks & bonds*
unit investment trusts*
Education Planning Services
Financial Aid Analysis
Financial Aid Form Preparation
Education Cost/Savings Analysis
Financial Aid Counseling
INVEST does not provide mortage or financial aid advice or services.
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Divorce Planning
Helping Individuals to achieve Equitable Settlements
Divorce can be devastating, and emotional pain is something money can never heal. But there are ways to lessen the stress of starting out a new life. With our pre-divorce planning, you can avoid burdening your new life with preventable financial pressures.
After all, the marriage may be over, but the rest of your life is still ahead of you. And with the fairest, most intelligent divorce settlement possible, you are that much closer to a better tomorrow.
Most divorcing couples really try to arrive at a settlement that works well for both partners. Unfortunately, what may look fair right now often does not remain equitable over time.
DIVORCING COUPLES NEED FINANCIAL EXPERTISE
A Certified Divorce Financial Analyst can accurately forecast the long-term effects of the settlement. Quantifying such elements as standard of living, ability to replace assets, employability, cost of raising a child, depreciated earning capacity, future needs, dissipation of assets, contribution to the marriage.
For more information, you can contact us by e-mail at: client_twa@hotmail.com
*Divorce Planning Services are offered by THOMAS-WADDELL & Associates
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Sports Financial Management
Creating the Financial Dream Team
OFFERING ATHLETES-CLIENTS A RANGE OF FINANCIAL SERVICES-BRINGING CLEATS TO SPREADSHEETS AND WALL STREET TO ASTROTURF.
We provide you, the sports or entertainment agent or manager with professional help to know you've covered all the financial "bases". For you, the athlete or entertainer, we provide personal financial planning services and on-going asset management services that could result in years of financial stability after your career is over.
HOW DO THE AGENTS OR MANAGERS BENEFIT
 Financial research and preparation is easier, because we do the financial work for you.
You establish a better relationship with your client, because now your client knows that you are concerned about their financial future as well as their athletic careers.
THE ATHLETE OR ENTERTAINER BENEFITS BY.... 
Having peace of mind knowing that their hard earned money is professionally managed
Building a "nest egg" to provide for them long after their athletic careers are over
Having their own qualified personal financial consultant on hand to provide them with access to and knowledge on the financial industry.
For more info on our financial services, please visit our "Financial Planning" section.
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Litigation Support
Providing the Attorney the required technical assistance
The purpose of our "Litigation Support Services" is to complement the efforts of the professional (i.e. attorney, accountant) by providing services which would allow him or her to increase or improve the effectiveness of their services and ultimately the end result for the client.
DIVORCE SETTLEMENT EVALUATIONS
DIVORCE SETTLEMENT STRUCTURES
QDRO (QUALIFIED DOMESTIC RELATIONS ORDER) EVALUATIONS
EXPERT WITNESS SERVICE 
*Litigation Support Services are offered by THOMAS-WADDELL & Associates
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Seminars & Workshops
Knowledge is Power!
Just as we know that one of the keys to success is education, so is it with financial success. Financial Education is the key. From the beginning, we at THOMAS-WADDELL & Associates recognized that there was a need to increase financial literacy. With this in mind, we have developed and presented a number of seminars, workshops and courses on a variety of financial related topics.
Over the years, our attendees have included: church groups, investment clubs, federal government employees, educators, sports agents, attorneys, college students, government officials, plus many more. WE are also able to tailor-make specific programs to address particular groups' or organizations' needs.
We look forward to serving you. Please browse through the Seminar/Workshop pages to determine which program suits your particular needs. For more information, you may contact us at (504) 456-6464 or directly using the following email address: thomaswaddell@juno.com
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General Information
General Information
REGISTRATION
Register in person at our office or mail or fax the registration application application.doc. Gift certivicates are now available. Call 504.456.6464 for details.
FEES
Fees are payable by check, money oreder, Visa or MasterCard. Some classes may require additional fees for supplies and/or books. Instructor will inform students of cost at the first class meeting.
You are automatically enrolled in class when you register. Once registered, you must pay your tuition or drop the class. Failure to do so will result in your being billed for the class, even if you have not attended.
REFUND POLICY
100% refund only if class is cancelled by TWA. 80% refund if you drop 24 hours prior to class date. No refund on or after the date of class. Apply for refund in person at our main office. Please allow 30 days for processing of any refund.
THOMAS-WADDELL & Associates reserves the right to cancel all courses and seminars with an insufficient enrollment. We will call you if we cancel a course.
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