My Husband and I were in a unique situation. We needed advice how to best pay off debt while also creating future cash flow with our current investments given some current life circumstances. We were not looking for a fee based advisor as it didn't fit our needs. Chris was recommended to us via a specific network of hourly based advisors. The help and guidance that Chris gave us was of tremendous value and positioned us to be in a much better situation financially. The value Chris gave us for the rate we paid was exactly what we needed and fit into our budget perfectly. We will be reaching out to Chris in the future as our financial situation changes and stabilizes in order to set up future investment plans.

I have been associated with Chris Ward for almost 13 years. During that time, his professionalism, planning skills, comprehensive strategic thinking, and strong customer service and timely response has created a long-lasting relationship that will definitely continue into the future. He continually strives to enhance his client relationship platform, to assist his clients in all dimensions of their financial and personal lives.

My Wife and I have been working with Chris for a number of years. He does a great job of explaining things that at first can be very difficult to understand. We are very pleased with our results during the time he has been advising us. I would without a doubt recommend him to friends and family.

I highly recommend Chris Ward for all of your Financial Investment planning. He is extremely knowledgeable in all areas the industry. He makes the opportunity for wealth growth possible with such ease. Chris Ward exemplifies what it takes to make the client/Advisor Professional relationship succeed.

My husband (Tim) and I first met Chris through Scouting in NKY, as some of the kids went on to Boy Scouts, Chris still had little ones in Cub Scouts. He took on more and more leadership roles in Cub scouts so our paths continued to cross. Tim and I moved to Florida and we were very disappointed in our current financial advisors(no growth). Tim reached out to Chris to talk about his advisement philosophy regarding growth and retirement. Chis was open and honest, made everything easy to see and understand; total transparency. What a breath of fresh air! More importantly, we trust him and his advice.

I was left with the responsibility of managing my husbands legacy to our family. Chris has been very attentive to this responsibility and has guided me to make big decisions. We have regular meetings. Checking in phone calls. And answers my questions big and small. He is like family to me. With Chris taking care of our estate I have one less thing to worry about.

Chris has worked hard to help us reach our financial goals. We appreciate his commitment and dedication. Chris has our complete trust and respect.