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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It sounds simple, but paying yourself first can really pay off.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Retirees traveling abroad need to know that their health insurance travels with them.
Bonds may outperform stocks one year only to have stocks rebound the next.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are hundreds of ETFs available. Should you invest in them?
Understanding the cycle of investing may help you avoid easy pitfalls.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?