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.
February 2018 Top Five
2018 could be shaping up to be an interesting year.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Knowing the rules may help you decide when to start benefits.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
All about how missing the best market days (or the worst!) might affect your portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Take a look at this 2017 Market Recap.
Do you have causes that you want to support with donations? Here are three tips.