It's not just what we do, it's how we do it that makes the difference.
At Dexter Ward and Associates we believe in service beyond expectation, achieved through a constant dedication to anticipate and fulfill the changing needs of our clients in all areas of Wealth Management. Our experience and expertise with Wealth Management adds value at each step in the process. We are passionately committed to pushing the limits of excellence and stand at the forefront of providing the most comprehensive Wealth Management services available.
Our practice is built upon a comprehensive approach to Wealth Management, focusing on 8 Key Wealth Management Issues that our clients are likely to encounter at various stages in their lives.
No two clients are the same. Each person has differing life circumstances and we are committed to knowing our clients' individual Wealth Management Issues. This individualized approach allows us to help our clients anticipate necessary priority changes and enables us to proactively provide alternatives, ideas and recommendations for each evolving Wealth Management Issue.
Dexter Ward's and Tammy Cranford's affiliation with H.D. Vest Investment Services and H.D. Vest Advisory ServicesSM provides them with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The true cost of raising a child may be far more than you expect.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
There are common mistakes you can avoid when saving for retirement.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
With alternative investments, it’s critical to sort through the complexity.
$1 million in a diversified portfolio could help finance part of your retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.