Central Texas Tax & Retirement, LLC
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.
The 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.

