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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
What can be learned from the savings rate?
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Currency has been around for a long time. Here’s a quick history lesson.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
If you died, what would happen to your email archives, social profiles and online accounts?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are a few things to consider when buying or leasing your next vehicle.
2018 could be shaping up to be an interesting year.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When should you take your Social Security benefit?