Richard Ward holds the CERTIFIED FINANCIAL PLANNER™ professional certification and has a passion for helping people find their purpose in life. With more than 35 years of industry experience, Richard believes in taking a holistic approach to creating a financial plan that offers fulfillment and possibilities. Many clients he works with are Baby Boomer business owners and executives who are considering a transition out of the business world, or financially secure pre-retirees who have little interest in traditional retirement and are looking for guidance for the second half of their life. Richard is very active in his community, and has supported countless non-profit organizations both locally and nationally. He has personally learned that some of the greatest rewards in life are earned while helping others grow, thrive and prosper and continues to live his purpose on a daily basis by helping others.