Terri Ward takes a holistic, client-centered approach towards maximizing your after-tax income and wealth. As an independent financial planner, she can customize a financial plan and recommend investments tailored to your individual circumstances, needs, goals, risk tolerance, investment experience and time horizon. Additionally, the plan will be updated periodically as required to meet your changing needs.
Using a team approach, Terri will work with other advisors (yours or hers) to develop and implement a financial plan encompassing tax planning, estate and retirement planning, insurance planning/risk management, IRA & 401(k) rollovers, investment planning, and college funding strategies.
Take the first step in securing your financial future by calling today.
"Retire from work, but not from life."
- M.K. Soni
"A clear vision, backed by definite plans, gives you a tremendous feeling of confidence and personal power."
- Brian Tracy