Ward Powell, Certified Estate Planner is a financial professional with a resultant background in estate planning. He has assisted hundreds of people with their financial and estate planning needs since 1987 and 2006, respectively.
As the founder and CEO of The Ward Powell Group, Inc., he believes in the importance of functioning as a team. Mr. Powell works extensively with a network of professionals in Law, Accounting, and Financial services which covers the specific areas of protecting assets that most people spend all their lives accumulating. It is our expectation to achieve the best results possible given the information provided by the client. It is also, imperative that our clients have the extensive road map and the essential educational components necessary to make informed decisions about their financial and estate planning needs. Ward provides assistance with understanding the features and benefits of plans that could increase retirement income, avoid unnecessary taxes, and avoid simple mistakes within the plan that could cost the client and their beneficiaries thousands of dollars. He employs his practice through estate planning with retirement account owners as well as those who are considering purchasing a retirement account and have other assets they would like to protect.
While attending Columbia College and graduating with a Bachelor of Arts Degree, he had started what would become the basis of his career and what fueled his desire to want to learn more about the financial services industry, he worked as an Assistant Data Processing Manager in a Futures & Options firm, located in the Mercantile Exchange. Ward has worked in insurance, financial, and retirement services with AIG Valic. After recognizing he could service his clients more comprehensively, help them accomplish, and secure what he calls their Financial Lifestyle Position, he decided to become the founder of The Ward Powell Group, Inc. Ward was inducted into the Wendell Phillips High School Hall of Fame for his outstanding contributions in Business. He successfully completed The Abts Institute for Estate Preservation covering Estate Planning, Revocable Living Trusts, and Insurance Preservation Trusts. Ward is a Certified Estate Planner and an active member in the National Institute of Certified Estate Planners.
He is currently writing a book on the implementation of asset protection techniques and their key components.
Get Instant AccessEnter your full contact information below and get instant access to download my FREE Estate Planning and Living Trust program.
share any of your information with anyone