Jim owns J Ward Financial and J Ward Estate Planning, but he tries to keep the two firms separate. We review all estate planning documents as part of our advisory services at J Ward Financial, but if estate planning documents need to be created or updated, we do that through J Ward Estate Planning.
J Ward Financial Services, LLC is a Registered Investment Advisor principally registered in California, and registered or exempt from registration in other states as applicable. Nothing presented on or through this page is intended to be personalized investment, tax, legal, accounting, or any other professional advice. To the extent this page includes content related to investment, tax, legal, or accounting matters, such content is expressly for general information purposes and should not be relied upon for any decision-making. Investment, tax, legal, accounting and other professional advice is specific to each individual and entity, and you should consult with a professional advisor to receive such personalized advice.
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