ABOUT US

Meet Dan E. Ward…
putting experience to work for you

Dan Ward has decades of experience in the financial planning industry, particularly as a retirement income professional. Dan focuses on providing clear, easily understood explanations of a complex financial world – strategies to potentially help your income last as long as you do. Whether you are saving for retirement, transitioning to retirement, or living in retirement, you will learn the latest strategies and information you need to help you avoid common financial mistakes.

Stacie Smith

Stacie has been a dedicated asset to Dan’s team since 2003. While managing her daily office assistant tasks, her cheerful attitude and knowledge make her a favorite among our clients.

Allison Wheeler

Allison has been an integral part of the team since 2017, as she came to us with a strong background in customer service and leadership management. Her organizational and technical skills keep the office running smoothly.

Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor.  C10 Financial and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

Dan Ward, C10 Financial, and Retirement Wealth Advisors, Inc. are not affiliated with any governmental agency, nor intend to provide any advice either directly or indirectly on behalf of any governmental agency. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that C10 Financial and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc.