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ADDITIONAL PLANNING SERVICES OUR FIRM PROVIDES:
AS WITH YOUR TAX PLANNING, FINANCIAL PLANNING IS CRUCIAL IN OPTIMIZING FINANCIAL EFFICIENCY.
Financial Planning has never been more important than today. Rising inflation, interest rates, market volatility and so many other concerns face every business and family. However, our planning services will ensure we will help you navigate today’s environment on top of helping you plan for the future. For over two decades we have been helping businesses and families secure their financial futures. Please reach out to our Director of Financial Planning, Andrew Ward, award@financialguide.com, for more information/guidance.
Please see below for a short Bio on Andrew Ward for reference:
Andrew’s decorated career has always focused on providing customized, life-long financial planning solutions to families and businesses. Andrew is a MassMutual Blue Chip Qualifier 2022. MassMutual Blue Chip qualifiers represent the top 2-3% of all MassMutual financial professionals nationally. Prior to joining WestPoint, Andrew was consistently recognized as a MetLife President’s Council qualifier, which recognizes the top 3% of representatives nationally. He is only the second African American advisor to qualify for this prestigious award.
Additionally, Andrew is a MDRT (Million Dollar Round Table) Court of The Table Qualifier and a multi-year Boston Magazine Five Star Wealth Manager. The Five Star program is the largest and most widely-published wealth manager program in North America. It is these industry accomplishments, along with his passion and drive, that will make Andrew a great resource within our firm for mentoring and growing advisors with diverse backgrounds.
Andrew is resolute in his mission to select, develop, mentor and grow advisors from diverse backgrounds.
Along with advisor expansion, Andrew is charged with increasing WestPoint’s brand in major cities across the country. A highly sought-after speaker on entrepreneurship, marketing and Financial Planning, Andrew is a graduate of Bentley University in Waltham, MA with a Bachelor of Science degree in Finance. Andrew is an active member in Bentley’s Alumni Association and a member of the Bentley University President’s Club.
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