Ford Stokes is a CEO, Wealth Advisor at Active Wealth Management, Inc. based in Alpharetta, Georgia, United States, North America. I’m passionate about helping my clients get their retirement portfolios more tax-efficient, market-efficient and fee-efficient so they can enjoy a successful retirement. I specialize in helping professionals and business owners invest and plan for their successful retirement. Our Smart Financial Planning process will help you: ✔Create a clear picture of your current investments and assets ✔Create a detailed plan for how you get from here to retirement ✔Organize your investment strategy so that it aligns with your values and goals ✔Free up time and mental capacity to do what you really want to do My goal is to help my clients: ✔Understand the fees they’re paying & the risk they are taking with their current investments ✔See the path forward to get where they want to go ✔Follow the plan to achieve their goals ✔Have a better quality of life Let’s book a call so you can get started on your best path today: https://calendly.com/fordstokes Financial Planning | Retirement Planning |
Current Position: CEO, Wealth Advisor
Company: Active Wealth Management, Inc.
Location: Alpharetta, Georgia, United States, North America
Social: Professional profiles available
Network: Extensive professional connections