I’m Never Too Busy to Help Someone You Care About
Do you ever feel like that circus act where you have to keep a bunch of plates spinning at the top of tall sticks? I get it. Sometimes it can feel like we’re juggling a million different priorities and if we stop for a minute, they’re all at risk of falling. What are your most important “plates”? Family? Maybe health? Or your job?
While financial planning may not be high on your list, don’t underestimate its importance. Money affects every part of your life, and it can help you achieve the things that matter most. Managing money, however, often leads to stress and worry. That’s why a financial advisor can play one of the most prominent roles in a person’s life and financial future.
But how do you find an advisor you can trust and who will work with you for the long term? Searching for a financial advisor can be an overwhelming and intimidating process and one you shouldn’t take lightly. Knowing this, I am honored to have the opportunity to serve my clients and their families and friends.
If you haven’t yet shared me as a resource, I welcome the chance to connect with and get to know new clients who may benefit from my services. Your referrals are the highest compliment and an integral part of my firm’s continued growth.
The New Century Investments Difference
I’ve been fortunate enough to work with a wide range of clients who refer their colleagues, friends, and family members to me. I believe many people have referred others to me for a few different reasons:
- A personalized real-world approach. No two individuals’ financial service needs will be the same, which is why I take the time to outline a tailored strategy based on your specific needs, goals, and circumstances.
- Strong relationships. I prioritize a hands-on client-centered approach, which has led to long-lasting relationships with many of my clients. I’m proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition. My clients also appreciate that keeping all their information completely confidential is a top priority of mine.
- A long-term commitment. I recognize that financial planning and investing is not a static process; life changes happen and investment objectives can shift over time. That’s why I provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, I seek to provide the financial service resources and continuous management necessary to keep you working toward your goals.
- A dedicated advisor. As a seasoned professional, I strive to maintain a high-touch and personalized experience, and to help my clients simplify complex money decisions. With a dedicated professional on your side, I hope you can feel more confident as you navigate life’s challenges and planning opportunities.
The People I Serve Best
My desire is to partner with my clients and help carry their financial burdens, while aiming to make their wealth work for them—not the other way around. Because I endeavor to form trusted and close relationships with clients, I strive to work with people whom I believe I can best serve: business owners, pre-retirees, and retirees. While my clients come from a variety of backgrounds and professions, they most often want to delegate their financial matters to a professional they can trust. This helps simplify their lives so they can focus on what’s important to them.
Do You Know Someone Who Could Benefit From My Services?
Our mission at New Century Investments is to provide trusted advice and exceptional personal service to those we serve. I am passionate about what I do, and I’m always working in the best interests of my clients. In fact, I’m currently working toward receiving my CPA certification so I can provide a higher level of service. When you have questions about your portfolio or strategies, reach out; I’m privileged to walk alongside you on your financial journey, supporting you and celebrating as you reach your goals.
If you are currently a client of mine and you have enjoyed working with me, I hope you will refer a friend, colleague, or family member who may benefit from my services. Consider sending this article to them, and if they’re interested in partnering with me, they can schedule a complimentary introductory consultation by calling us at 817-238-6300, emailing Matt.Ward@NewCenturyInvestments.com, or scheduling an appointment online.
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 today!