Daniel Ward
Director of Investment Planning Services at Mylestone Plans
Based in Clarksburg, United States
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Seniority
Director
Department
Other
Location
Clarksburg
Industry
Financial Services
Company size
8
Contact information
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d•••••••@mylestoneplans.com
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Background
About Daniel Ward
Below is a brief summary about our firm, Mylestone Plans, and the professional services we provide to our clients: INDIVIDUALS & FAMILIES We help our clients design comprehensive financial plans by setting specific goals in the pursuit of achieving financial independence on their terms. Such goals may include buying a home, saving for a child's education, managing investments efficiently, planning for retirement, or preparing to properly transfer wealth to heirs or charities of choice. An experienced financial planning firm that intimately understands their clients' entire financial condition can tremendously mitigate the immense stress that financial management can bring - especially during times of crisis. BUSINESSES & NONPROFIT ORGANIZATIONS Mylestone Plans can help you analyze and improve your organization’s total rewards package. We specialize in: Cost effective and easy to administer 401(k) and 403(b) retirement plans; Group insurance program enhancements (health, life, disability etc); Designing many types of executive deferred compensation programs including non-governmental 457(b) & 457(f) plans. and much more.
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