Nashville
(615) 732-6020
25 Cool Springs Blvd,
#600
Franklin, TN 37067
Free Book
Ford Stokes is a Registered Social Security Analyst and enjoys helping our prospects and clients maximize their Social Security Income Benefits for themselves and their household.
We are proud to serve as instructors for the Council of Financial Educators to help people maximize their Social Security income benefit, reduce taxes and fees within their portfolio to better plan for retirement. We offer seminars monthly in Libraries, Colleges and Universities in the Auburn/Opelika, Montgomery, AL and Columbus, GA areas. Reach out to us to register for our next financial seminar by calling (334)363-0156
What You Will Receive During Your complimentary meeting with Us
- Third-Party Portfolio Analysis
- Retirement Income Gap Analysis
- Social Security Maximization Report
- Financial Plan to Your 95th Birthday with Your Current Asset Allocation
- Financial Plan to Your 95th Birthday with Our Recommended Portfolios & Strategic Roth Ladder Conversion Plan
What You Will Learn:
- How to reduce the fees you are currently paying inside your retirement portfolio
- How to generate retirement income that you can never outlive with a personal pension
- How to protect & grow your hard-earned and hard-saved assets
- How to gain access to specialized financial and insurance products only available through select private wealth management firms
- How to divest the IRS from being your partner in retirement
The Auburn/Opelika Wealth Team
Ford Stokes
FOUNDER & PRESIDENT
Prior to founding Active Wealth Management, Ford exponentially grew over a dozen companies as a Chief Marketing Officer, he’s passionate about growing our client’s wealth and has over ten years experience in the financial industry. Ford also helped successfully grow a $3 Billion Registered Investment Adviser (RIA) and a $2 Billion Independent Marketing Organization (IMO) from start-up phase to mature and significant profitability as a minority owner in both companies.
He holds an undergraduate business degree and an MBA with a dual concentration in Finance and Economics. He’s published articles on FoxBusiness.com and hosts The Active Wealth Radio Show on WGKA 920 AM on Saturdays 12:00-1:00 PM in Atlanta. He educates clients to help them invest and retire successfully.
Ford is a native Atlantan who plays ALTA Tennis, Golf and cheers on our hometown Braves, Falcons, Hawks and Atlanta United with his family. Ford and his wife, Diana, have a great time supporting their twin girls at their cheer competitions throughout the Southeast.
After nearly four years with Dave Ramsey’s SmartVestor program at Ramsey Solutions, Noah Schurman joined Active Wealth Management as a Senior Financial Advisor to help clients protect and grow their wealth through a personal, hands-on approach. His experience interviewing and evaluating hundreds of financial advisors through SmartVestor gave him a unique perspective on what excellence in financial advising looks like and shaped his commitment to serving clients with integrity and expertise.
A Nashville native, Noah is excited to lead Active Wealth Management’s Nashville office. He holds a Series 65 license and is licensed in life insurance and annuities, allowing him to provide investment advice, financial planning, and insurance solutions. After graduating from Nashville Christian School in Bellevue, Noah attended Lee University, where he met his wife, Mackenzie. They eventually returned to Middle Tennessee and settled in Spring Hill, where they live with their two daughters, Graham and Mary Kate.
Outside of work, Noah enjoys sports and cheering on the Tennessee Titans and Auburn Tigers. Above all, he is a proud girl dad who loves spending time with his family.