My name is Parry J. Ward. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and find ways to grow and protect their money in today’s uncertain markets.
Despite the current volatility in the market and the higher interest-rate environment, there are still strategies that you can implement right now to ensure that you don’t run out of income and keep your money protected from future market downturns.
While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, only a few financial professionals know how to convert your savings into a long-term, sustainable income (while protecting your money) so you can spend with confidence throughout retirement.
I entered the financial industry in 2002, right after the dot-com crash made it clear how quickly market volatility can disrupt a retiree’s lifestyle. Even though my degree was in Information Technology, I grew up around this business because my father began his career with Prudential in 1972 and later became an independent advisor in 1994. Seeing how many people were hurt by unexpected downturns is what motivated me to join the family practice. For more than two decades now, I’ve helped retirees and pre-retirees across the country protect their savings and build dependable retirement income. My Safety-First philosophy focuses on creating a secure foundation of guaranteed income before taking on market risk, so clients can maintain their lifestyle with confidence.
I graduated from the University of Central Florida with a B.S. in Information Technology, and while my career shifted toward finance, my analytical background continues to play a major role in how I educate and guide clients. As an independent advisor, I specialize in protected income strategies and the use of annuities to create reliable retirement paychecks, safeguard savings, and support long-term financial stability. My goal is to make retirement planning clear, practical, and rooted in transparency, so people can make informed decisions about their future.
Outside the office, I live with my wife, Christy. We’ve been married for 25 years and have two daughters, Kailey and Cameron, who are both college graduates starting exciting new chapters in their lives. We spend much of our free time enjoying the outdoors, exploring coastal towns, attending local festivals, and keeping up with our two dogs, Sushi and Leon. At the end of the day, my philosophy is simple: retirement should be lived with confidence, clarity, and the peace of mind that comes from knowing your income is secure for life.
I reside in North Carolina, and even though my office is physically located in Tryon, I work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see firsthand how various income strategies may work for you and your specific goals.
I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or visit me in my office.
Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Parry J. Ward