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The Ward Powell Group is a Group Benefits and Financial Services Agency, including a Preferred Agency of The Kai-Zen Plan for all 50 States.

Estate Planning

We educate and facilitate the process of providing our clients with basic revocable and irrevocable living trusts. Estate Planning protects clients from the unnecessary ills of probate.

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Retirement Planning

Employers interested in enhancing their retirement benefit plan with maximum service without adding an additional department have stopped at the right place. For business owners interested in launching a new plan or switching to another provider, our selective consulting process is provided at no charge to your firm.

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Business Planning

Our approach for business owners whose objectives are to protect their assets, increase their cash flow, and reduce income taxation are at the center of our business philosophy. We provide sophisticated planning strategies to accomplish these goals for each individual client’s financial position.

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The Truth is, if someone or something can take what you have away, it’s not really yours. Look to The Ward Powell Group to show you how to make it yours.

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How Can We Help You?

Office: (312) 629-9100

Fax: (312) 629-9110

180 North La Salle Street Suite# 3700
Chicago, IL 60601

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