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.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Protect yourself against the damage that your homeowners policy doesn’t cover.
It sounds simple, but paying yourself first can really pay off.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
It's important to understand the pros and cons when considering a prepaid debit card.
In the face of divorce, making changes to insurance coverage may be overlooked.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: Right Now.
Have you found yourself suddenly single? Here are 3 steps to take right now.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the cycle of investing may help you avoid easy pitfalls.
Smart investors take the time to separate emotion from fact.