Chris Ward

About Chris Ward

Wealth Advisor | Investment Manager | EntrepreneurI help individuals achieve a better financial future through invasive Financial Planning Relationships. I closely partner with clients to establish a set of Goals and Objectives that we achieve by making intentional decisions to better position them to achieve superior outcomes.At EntryPoint, I specialize in helping clients that are less than five years or already in retirement to visualize their best version of retirement. From there, I monitor and implement the best financial strategies to ensure their success as my clients enjoy their passions.We consult clients in the following areas:• Growing your Networth• Preparing and achieving your best retirement• Creating your Retirement Paycheck• Understanding and maximizing Social Security and Medicare• Analyzing your Tax Situation and finding improvements• Developing a Complete Estate Plan for your objectives• Recommending the appropriate levels of Insurance Needs for your situation• Other Complex Financial Questions where we can help you find a solution

Experience

1. Board Member

   Cove Federal Credit Union

   May 2023 — Present · Edgewood, KY, US

   Consult on various aspects of the operation of the Credit Union, ensuring the best possible experience for members. Engage with Senior Leadership and other members of the ALCO Committee to ensure assets are managed effectively to secure operations and within the parameters of risk management policies.

Education

• Centre College

  Bachelor of Arts (B.A.), Economics

  1998 — 2002

Skills

• Financial Markets
• Charitable Giving
• Investment Advisory
• Wealth Management
• Trading
• Options
• Insurance
• Series 24
• Retirement Planning
• Investment Strategies
• Series 65
• Series 7
• Retirement
• Strategic Financial Planning
• Series 63
• Investments
• Small Business Retirement Plans
• Equities
• 401k Rollovers
• Portfolio Management
• Asset Allocation
• Mutual Funds
• Risk Management
• Executive Compensation Planning