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Wardlaw Wealth Management LLC

200 W. Highway 6 Suite 614
Waco, TX 76712

Phone:

254-776-5310

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Man next to the Wall Street Charging Bull statue

Trevor P. Wardlaw

Investment Advisor Representative

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Photo Location:

Wall Street Bull Bronze Sculpture

Bowling Green Park

Lower Manhattan

Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Eight Ideas for Smarter Holiday Shopping

Offers practical holiday shopping tips to save time and money.

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LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck