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Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
So if these questions resonate with you…
- Do you wonder if you are truly prepared for retirement?
- Do you want to make sure you aren’t overpaying in taxes?
- Are you ready to stress less and enjoy life more?
…we are here with customized solutions for all your financial concerns.
We’re Here to Help Virtually
We offer a no-cost 30-minute consultation to help answer your questions, learn more about you, the people in your life, and what you want to achieve.
In our free introductory session, we’ll discuss:
- The things that worry you about your financial future
- What your vision of retirement looks like
- Solutions to your specific concerns
- How our process and services can bring value to your financial life
Get Started Now
Schedule your free 45-minute introductory phone call today to take the first step toward the future you dream about.
You may also call 817-238-6300 or email Matt.Ward@NewCenturyInvestments.com.
Matt Ward is a financial advisor and the president of New Century Investments, an independent investment advisory firm serving business owners, pre-retirees, and retirees in the Dallas-Fort Worth area and beyond. Matt is passionate about integrating investing, planning, and tax management into a holistic approach. Matt’s breadth of knowledge and experience in both taxes and investment management sets him apart, giving him the ability to design, advise on, and manage business strategies, tax efficiency, and retirement planning. He is known for his care and attention to detail and works hard to develop personal relationships with each of his clients so they can benefit from his customized service and guidance. He loves walking with his clients through their financial journey, supporting them and celebrating with them as they reach their goals.
Matt graduated from Texas Tech University with a bachelor’s degree and is a certified financial planner™ and chartered retirement planning counselor℠ professional. When he’s not working, you can find Matt hiking, playing the guitar, and spending time with his family. To learn more about Matt, connect with him on LinkedIn!