Financial Advisor Patrick Ward

Patrick Ward

Financial Services For Federal Employees


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Patrick Ward

Patrick Ward has been a financial advisor with Benefit Planning, Inc. in Cincinnati, Ohio since 2006. When working with a client, Patrick’s goal is to educate them so they understand all of their options and how to maximize those options. As an advisor, Patrick specializes in retirement planning and federal benefit planning for Federal Employee Retirement System and Civil Service Retirement System employees. Patrick strives to help employees understand and navigate their government benefits in order to accomplish their financial goals. Patrick has a thorough understanding of the federal benefits system, including pension estimates, TSP, FEGLI, survivor benefits, CSRS voluntary contributions and deposits and re-deposits.

 

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Patrick

Patrick Ward

Patrick Ward has been a financial advisor with Benefit Planning, Inc. in Cincinnati, Ohio since 2006. When working with a client, Patrick’s goal is to educate them so they understand all of their options and how to maximize those options. As an advisor, Patrick specializes in retirement planning and federal benefit planning for Federal Employee Retirement System and Civil Service Retirement System employees. Patrick strives to help employees understand and navigate their government benefits in order to accomplish their financial goals. Patrick has a thorough understanding of the federal benefits system, including pension estimates, TSP, FEGLI, survivor benefits, CSRS voluntary contributions and deposits and re-deposits.

 

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Patrick Ward is an independent contractor of Money Concepts

note: Benefit Planning, Inc is an independent firm and not affiliated with Money Concepts

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