Terri Ward

specializes in providing integrated tax and investment solutions for business owners and real estate investors. She is both a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ practitioner, who integrates both disciplines into a holistic, client-centered approach towards increasing your after-tax income and wealth, while mitigating risk.

Terri's clients rely on her for:

• Proactive Tax Planning
• Choosing and managing the right business entities for their unique goals
• Establishing and managing qualified retirement plans
• Lowering business and family tax bills
• Structuring sales and exchanges of real estate and other appreciated assets
• Passing businesses, real estate, and other assets from one generation to the next

 Mission Statement: To change lives by helping others live their dreams and achieve their financial goals while having fun and exercising integrity, compassion and a commitment to excellence.

"You can have everything you want in life if you are just willing to help enough other people have what they want."