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.
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Review your legacy approach regularly, particularly following significant life events or legislative updates.
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Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
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See how inflation over time could affect the purchasing power of your retirement income.
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Estimate total wedding costs and see how different choices affect your overall budget.
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See how much you may need to save now to cover future college costs for your child.
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Estimate the potential monthly income your IRA balance could generate in retirement.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Here’s a quick guide to checking to see if you have unclaimed money.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.