VALUE OF AN ADVISOR

Independent financial advisors have the potential to deliver significant value to investors.
This framework can be a helpful guide when determining how an
advisor’s services and expertise may benefit your financial situation.

Retirement Planning

The guidance, tools, and services necessary to prepare for retirement

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Financial Security

Income strategies to maintain your lifestyle in retirement

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Investing for Growth

Achieve your financial goals: retirement, paying college, or providing for your family

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Long-Term Care

A long life greatly increases the likelihood you’ll require long-term health care

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Educational Courses

Raise your financial literacy to make better decisions about retirement

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WorryFree Retirement

Dedicated to helping Savers worry less about money

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®

Welcome to Ward & Associates Financial Group

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.

We seek to help individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.