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 Avantax Investment ServicesSM and Avantax 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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Rightsizing for Retirement
What does your home really cost?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Bonds may outperform stocks one year only to have stocks rebound the next.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The decision whether to buy or rent a home may have long-term implications.
There are hundreds of ETFs available. Should you invest in them?
Here is a quick history of the Federal Reserve and an overview of what it does.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.