Your Secure Retirement, Inc. was founded by Carol Ward. Carol specializes in working
with seniors and Baby Boomers in the areas of retirement and estate planning
for both individuals and their families. Her genuine concern for her client's financial well-being enables her to successfully meet their planning needs while building long-lasting, meaningful relationships.
Carol made the decision to work with seniors after seeing firsthand the heartache that ensues when they do not have the appropriate planning in place. Her clients have spent a lifetime saving for retirement and it's her job to make sure that their savings is well protected. Her primary goal is to protect, preserve and shield her client's income and assets and ultimately their estates. She offers planning techniques and individualized financial plans that may reduce risk, save tax dollars, protect assets from Long Term Care costs and avoid probate. By positioning your assets correctly, your income can last as long as you do.
Carol has been involved in various aspects of the Financial Services industry since 1978. Her varied background includes experience in banking, the mortgage industry, property management, insurance and securities. Her expertise in all these areas combined with her ability to empathize with her clients enables her to successfully meet immediate and long term needs. Additionally, she is a proud to be an Accredited Business with the Mid-Cal Better Business Bureau, a member of the National Ethics Bureau and a member of the prestigious Million Dollar Round Table.
Carol is a Northern California native and has lived in the Sacramento and San Joaquin Valley areas for more than 20 years. She has a 23 year old son, Alex and a large close knit family in the Bay Area. She is active in her church and in the community, contributing time and financial resources to worthy causes dear to her heart such as Smile Train, Disabled American Veterans, Youth for Christ, Homes for Our Troops and Rancho de Sus Ninos, an orphanage in Mexico.
Carol created the Financial Survival Workshop to help retirees or those nearing retirement to protect and shield their assets and better plan their financial future. The workshop is offered in various San Joaquin locations several times per month. The workshop identifies the financial obstacles that stand between you and the Ultimate Asset: Peace of Mind.
Workshop attendees are offered a free one hour consultation to explore how the topics in the workshop apply to their particular situation. Carol personally works with each person to ensure that they get the attention they deserve. Please contact us, if you would like to attend a workshop or schedule a consultation.
"I learned long ago that one cannot be all things to all people. I do one thing and I do it well. I give my clients peace of mind. I look forward to the opportunity to provide this for you as well."
Carol Ward (CA License #0G13460)
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