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Find Your Success Story

Pre Retiree / Retiree

Read Matt and Cynthia's success story, a couple on the verge of retirement.

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Working Professionals

Read Mark and Ashley's success story, a pair of working professionals with a daughter.

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Widow / Widower

Read Janet's success story, a recent widow navigating the challenges of loss.

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Brent Forrest & Associates, LLC. dba Wela Financial Advisory (Wela) is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Wela Financial Advisory

366 W Sunset Rd, Building 4
San Antonio, TX 78209
210-530-9599
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