It's not just what we do, it's how we do it that makes the difference.
At Dexter Ward & 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 add value to 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.
There are 8 Key Wealth Management issues that you are likely to face at some point. The exact time these issues become priorities in your life is not the same for every client, so it is incumbent upon us to take a disciplined and structured approach to helping you manage these issues.
Dexter Ward's and Tammy Cranford's affiliation with Cetera Wealth Services, LLC and Cetera Investment Advisers, LLC 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.
Helpful Content
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Preserving the Value of Your Retirement Plan
Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Surprises
Making the most of surprises is a great reason to work with us.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.