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

Life Insurance Checkup

Year-End Life Insurance Checkup: The Four Factor Test

December 8, 2025

Life Insurance Checkup

Year-End Life Insurance Checkup: The Four Factor Test

December 8, 2025

Year-End Financial Tasks

December Deadlines That Matter: Universal Year-End Financial Tasks

December 1, 2025

Prepping for the Upcoming Tax Season

Tips For Prepping for the Upcoming Tax Season

November 24, 2025

Interest Changes Affect Annuity Decisions

November Rate Watch: How Interest Changes Affect Annuity Decisions

November 17, 2025

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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