Welcome to our Website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
Ward Financial Services, LLC is a full service Financial Planning firm specializing in Investment Planning and Income Tax and Estate Planning.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Ward Financial Services, LLC created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
As personal financial professionals, we can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
Feel free to browse our site. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
If you have any questions, please call us at (918) 481-3344 or e-mail us at phil.ward@stbernardfinancial.com. We will be happy to help. We look forward to talking with you.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.