Our Firm
Ward Financial Services, LLC is a full-service financial planning firm dedicated to helping our clients build and manage wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a large stock brokerage firm or insurance company.
Our independence enables us to establish working relationships with a number of industry-leading investment and money management firms and insurance providers whose products we utilize to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
Our goal as financial professionals is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.
The process we follow in completing a total financial strategy consists of:
- Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
- Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
- Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.
Ward Financial Services, LLC is committed to helping you pursue your long-term financial goals. As specialists in investment planning, income tax and estate planning, we can help you answer the questions you may have about your financial future, such as:
- Will I be able to retire early?
- How much money will I need in order to retire?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or a Roth IRA?
- How can I position my investments for higher potential returns while reducing risk?
- How can I "inflation-proof" my investment income?
- Do I need disability income insurance? Long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts, and probate?
We offer financial products and services tailored to your individual needs. Ward Financial Services, LLC is committed to you for the long term.
Our firm works primarily on fee-based compensation. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda for producing large commissions. It also means that we are here for you, ready to offer ongoing financial expertise whenever you need it.
For more information about our firm and the services we offer, contact us today at (918) 481-3344.