Central Texas Tax & Retirement, LLC

Ward Preston … a lifetime of service to others

Ward has invested a lifetime putting family first from the special needs of his family of origin through his loving family of thirty two years. Happily, that same spirit of service flows into his relationship with clients.

Since 1981, Ward has been very fortunate to practice Real Estate and Banking in Central Texas. Ward has had the pleasure of serving thousands of individuals and families attempting always to place their interests and needs above any personal short term goal.

Ward PrestonThe credit crisis of 2008 and following provided Ward the opportunity to expand his service to others. Utilizing his 28 years of financial service experience, Ward has been able to expand and strengthen his knowledge of family wealth preservation for all ages including preretirement counseling and financial counseling for the current retiree.

His dedicated service to his parents in their final years led to Ward’s interest in serving the senior community in a deeper and more meaningful way. Ward has been individually trained and mentored in family legacy planning, is a Chartered Retirement Planning Counselor issued by The College for Financial Planning, an accepted member of The National Ethics Bureau, an enrolled candidate for Chartered Life Underwriter, a member of the National Care Planning Council and the National Aging in Place Council.

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Service Area

Proudly serving Austin, Georgetown, and surrounding areas in Texas.

Contact Us

Ward Preston
Central Texas Tax & Retirement, LLC

Insurance Planning, Retirement Counseling & Asset Optimization

Austin: (512) 864-0400
Georgetown: (512) 650-1100

205 E University Ave, Ste 152
Georgetown, Texas 78626

Email: ward@centraltexaslife.com
Email: ward@centraltexaswealth.com

The American College
CFP / CRCP

About Ward

Ward brings over forty five years of direct service to the disabled community to his passion for service to the senior community. Ward founded the insurance service firm Central Texas Advisory Group and recently founded Central Texas Tax & Retirement, LLC bringing into his practice a dedicated group of consulting CPAs. Early in 2010 Ward will add an investment advisory service Central Texas Capital Advisors, LLC as a further service to the senior community’s need to carefully steward their resources.