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.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This article may help you maximize the benefits of your donation for your chosen charity.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.