Meet Our Team

Dan Ward
Retirement Consultant

Dan Ward has decades of experience in the financial industry, particularly in retirement income planning. He serves cities, counties and school districts by helping employees with retirement income strategies. Dan holds life and health insurance licenses in Florida. Dan has a heart for our seniors, and is fully committed to and engaged with seniors on a number of levels. He has passed rigorous Medicare and senior client compliance training in order to serve seniors’ best interests. Dan holds health advocacy meetings at churches and civic groups, where he presents his informational “The Keys to Your Health and Medicare” workshop on how to access everything seniors are entitled to through the Medicare and Medicaid systems. Dan was born in Florida and has lived in the Sunshine State all his life. He has been married to his wife, Gail, for more than 40 years, and they have three sons and one daughter as well as four grandchildren.

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