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About WMS Financial's Facebook page is an additional resource for current events and information that we feel impacts our financial freedom. Story Securities and advisory Services offered through Independent Financial Group, LLC. (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. WMS Financial Planners, Inc. and IFG are not affiliated entities. OSJ Branch 12671 High Bluff Drive, Suite 200, San Diego, CA 92130. One or more advisors at WMS Financial Planners, Inc. are registered to discuss and offer financial products to residents in the following states: AK, AZ, CA, MT, OR, SC, TX and WA. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. Products Asset Management Financial Consulting Real Estate Consulting Alternatives Annuities and Insurance Long-term Care
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