Parry@ward-financial.com
(828) 817-6655
Ward & Associates Financial Group
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Recent News

Understanding the Difference Between Income Tax and Capital Gains Tax

February 23, 2026

Minding Future Taxes: Traditional IRA vs. Roth IRA

February 17, 2026

Financial Planning for Newlyweds

Financial Planning for Newlyweds (or Nearly-Weds)

February 9, 2026

Financial Wellness Awareness Month

Financial Aid Awareness Month – How to Make the Most of Financial Aid

February 2, 2026

Life Insurance Medical Exam

Demystifying the Life Insurance Medical Exam: What to Expect During the Underwriting Appointment

January 26, 2026

Disclosures

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through   Ward & Associates Financial Group. Ward & Associates Financial Group is a separate and unaffiliated entity from Simplicity Wealth

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(828) 817-6655
Parry@ward-financial.com
55 South Trade St - Tryon, NC 28782

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