Scott Ward | Wealth & Retirement Planning

Practical education on 1031 exchanges, Delaware Statutory Trusts (DSTs), and retirement planning for real estate investors, physicians, and business owners.

I’m Scott Ward, CFP®, AIF®, AIFA®, SVP, Wealth Advisor at Compound Planning in Birmingham, AL. With nearly 25 years in financial and retirement planning, I help investors think through liquidity events, retirement transitions, and investment property sales, including moving from actively managed real estate toward passive income strategies.

What you’ll find here:

- 1031 exchange rules, timelines, and common pitfalls
- DSTs explained
- Retirement income and Social Security strategies
- Tax-aware planning for property sales and business exits

Thinking about selling an investment property or planning your retirement? Book a conversation with me using the Calendly link below.