The Ward Powell Group Inc.的封面图片
The Ward Powell Group Inc.

The Ward Powell Group Inc.

金融服务

Chicago,IL 382 位关注者

We help Dentists, Executives, and Owners identify collateral damage in their financial world.

关于我们

What We Do: We help Dentists, Executives, and Owners increase profitability and generate tax-free income. How We Do It: By implementing our R.E.T.A.I.N.E.R.S. Methodology. R – Receive extra money up a 3-1 match on retirement contributions. E – Enhancements for Attracting and Retaining Key Employees. T – Tax-Free Income during the distribution period. A – A building of non-taxable income systematically distributed where and when applicable. In addition to developing medical expense funds as an alternative go to. I – Increasing Cash Flow; ultimately positioning your business to finance it’s own equipment and can potentially save you tens of thousands of dollars. N – No Loss Guarantees; place your investments in a vehicle that eliminates downside risk, however, rewards you with upside growth potential. E – Eradicate Unnecessary Taxation by utilizing our financial tools and resources to determine what accounts are a better fit when making tax mitigating purchases. R – Retirement, Ready, or Not-Diagnostic: Find out when and how much longer you’ll have to work to live the same lifestyle during retirement you’ve become accustomed to while working. S – Solidify your Retirement Trajectory, Pay-Off Loans at your Own Pace by using our Strategic Approach while generating a Consistent Upward Spiral of Cash Flow. Why It Works: We use a system that captures the upside of the market and protects our clients from market downturns. It takes the guess work out of investing and makes retirement more predictable. Imagine This: After going through our retirement ready or not process, you’ll have a clear idea of how much you will need to save and need for retirement. What Others Say: I’m so happy Ward brought this system to my attention. It’s the best financial decision I’ve made for my retirement spend. For a brief 15 minute discovery call click the link below:

网站
https://www.thewardpowellgroup.com
所属行业
金融服务
规模
2-10 人
总部
Chicago,IL
类型
私人持股
创立
2006
领域
Business, Retirement, and Estate Planning

地点

  • 主要

    180 North LasSalle Street

    Suite #3700

    US,IL,Chicago,60601

    获取路线

动态

  • Wow! I didn't owe any taxes this year because I had extra taken out......

    查看Ward Powell TheWealthyDentist                   Podcast   Host的档案

    TheWealthyDentistPodcast: We help Dentists, Owners, Executives, and Educators with identifying wealth transfers in their financial world.

    "Tax refunds are free money." Think again. ???Truth:?A large tax refund isn’t a bonus—it’s proof that you loaned the government your hard-earned money all year, interest-free. Instead of waiting for a lump sum return, you could have put those dollars to work—investing, earning interest, or improving your cash flow. ?? Imagine redirecting that money toward growing your wealth, reducing debt, or funding opportunities that benefit you—not the IRS. Don’t overpay and wait for what’s already yours. Take control of your cash flow today! #Dentists #Owners #Educators

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  • I'm hosting The Dentist's Playbook for Financial and Surgical Mastery. Make sure to attend it on March 20.

    查看Ward Powell TheWealthyDentist                   Podcast   Host的档案

    TheWealthyDentistPodcast: We help Dentists, Owners, Executives, and Educators with identifying wealth transfers in their financial world.

    Leave with powerful, real-world strategies you can apply immediately. Don't miss this game-changing opportunity! 03/20/2025 6:00 P.M. - 8:00 P.M. CST - This Thursday Evening #Dentists #Owners #Educators

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  • Will you have more access to cash when you need it?

    查看Ward Powell TheWealthyDentist                   Podcast   Host的档案

    TheWealthyDentistPodcast: We help Dentists, Owners, Executives, and Educators with identifying wealth transfers in their financial world.

    "You should always pay off your mortgage early." Truth: A paid-off house is great, but not if it leaves you cash-poor. Liquidity and leverage often outweigh the rush to zero debt. #Dentists #Owners #Educators

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  • 查看The Ward Powell Group Inc.的组织主页

    382 位关注者

    How are you accelerating the pay-off of your mortgage?

    查看Ward Powell TheWealthyDentist                   Podcast   Host的档案

    TheWealthyDentistPodcast: We help Dentists, Owners, Executives, and Educators with identifying wealth transfers in their financial world.

    Myth: Paying off your mortgage early is the best financial move. ?? Reality: While debt-free sounds great, tying up too much cash in your home can limit your financial flexibility and cost you opportunities. ? What if you could keep control of your cash AND grow wealth more efficiently? Liquidity > locked-up equity. Smart wealth isn’t just about eliminating debt—it’s about maximizing the money you keep and control. Are you making this mistake? Let’s find out. #Dentists #Owners #Educators

  • What are your thoughts?

    查看Ward Powell TheWealthyDentist                   Podcast   Host的档案

    TheWealthyDentistPodcast: We help Dentists, Owners, Executives, and Educators with identifying wealth transfers in their financial world.

    Myth: "The best way to build wealth is to max out your retirement accounts." Truth: Retirement accounts can be useful, but blindly maxing them out without considering taxes, liquidity, and opportunity costs can limit your financial flexibility. The real key? Minimizing wealth transfers and keeping control of your money. I help clients uncover hidden inefficiencies that could be costing them millions over a lifetime—without sacrificing their lifestyle today. Are you unknowingly losing money? Let’s find out. #Dentists #Owners #Educators

  • What are your thoughts?

    查看Ward Powell TheWealthyDentist                   Podcast   Host的档案

    TheWealthyDentistPodcast: We help Dentists, Owners, Executives, and Educators with identifying wealth transfers in their financial world.

    Did you know there are three types of advisors? Accumulators, Lifestyle, and Wealth Transfer advisors.? Wealth transfer advisors are unique in that they help prevent money from leaving your balance sheet. They specialize in areas like taxes and mortgage losses, finding lost assets that may be supporting your future lifestyle. Does your plan include wealth recovery? ?#Dentists #Owners #Executives #Educators

  • Working financial strategies that positively impact lives.

    查看Ward Powell TheWealthyDentist                   Podcast   Host的档案

    TheWealthyDentistPodcast: We help Dentists, Owners, Executives, and Educators with identifying wealth transfers in their financial world.

    Did you know? You’re either paying interest or losing interest on everything you buy. ?? This concept is one that many overlook, but it has a profound impact on your financial future. I’ve spent years perfecting strategies that help uncover hidden financial losses, and they’re all outlined in my new ebook, The R.E.T.A.I.N.E.R.S. Methodology. It’s only $13.99, and for a limited time, you can take advantage of a 10% discount. If you find the strategies don’t work, there’s a 100% money-back guarantee. The offer won’t last long—don’t miss out on securing your financial future. Click the link below in the comment section for more information. #Dentists #Owners #Executives #Educators

  • TheWealthyDentistPodcast this Friday afternoon.

    查看Ward Powell TheWealthyDentist                   Podcast   Host的档案

    TheWealthyDentistPodcast: We help Dentists, Owners, Executives, and Educators with identifying wealth transfers in their financial world.

    Dr. Alevtina Malakova well be joining us in the afternoon on Friday September 6th 2024. I believe you will enjoy listening to her journey as much as I did. I think she has mastered the balance of business management, clinical artwork, and family. Join us as we welcome Dr. Malakova to TheWealthyDentistPodcast! Please, like, comment, and subscribe to our YouTube Channel: the link is in the comment section below. #Dentists #Owners #Executives #Educators

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  • Help us with this scenario?

    查看Ward Powell TheWealthyDentist                   Podcast   Host的档案

    TheWealthyDentistPodcast: We help Dentists, Owners, Executives, and Educators with identifying wealth transfers in their financial world.

    Paying off a mortgage early might not be in a person's best interest for several reasons, including the potential tax benefits and the opportunity to use their money more effectively elsewhere. What are your thoughts? How would you approach this scenario? Who gets to control the extra money and how? Does paying extra increase the value of your home or place of business property? Have you ever considered growing the difference with another institution at 5% and figuring out what it will amount to in the next 20-30 years? If so, what kind of financial institution would you choose to place the extra money in? In the end, would you end up saving more or losing more? Let us know in the comments. #Dentists #Owners #Executives #Educators

  • TheWealthyDentistPodcast Join Us! Where we feature accomplished dentists and others within the industry eager to impart invaluable insight to their peers. Fostering knowledge and wisdom essential to the ever illusion balance of business and practice. To the veterans, residents, and dental students within the broader dental industry, this platform is your community. Please, like and subscribe to our Youtube Channel to receive notifications for future episodes. Click on the link in the comment section below: #Dentists? #Owners? #Executives? #Educators

    查看Ward Powell TheWealthyDentist                   Podcast   Host的档案

    TheWealthyDentistPodcast: We help Dentists, Owners, Executives, and Educators with identifying wealth transfers in their financial world.

    TheWealthyDentistPodcast Join Us! Dr. Sam Low is our featured guest today! Where we feature accomplished dentists and others within the industry eager to impart invaluable insight to their peers. Fostering knowledge and wisdom essential to the ever illusion balance of business and practice. To the veterans, residents, and dental students within the broader dental industry, this platform is your community. Please, like and subscribe to our Youtube Channel to receive notifications for future episodes. Click on the link in the comment section below: #Dentists? #Owners? #Executives? #Educators

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