The Ford Group of Truist Investment Services, Inc. The Ford Group of Truist Investment Services, Inc.

The Ford Group of Truist Investment Services, Inc.

736 Market St

12th Floor,

Chattanooga, TN 37402-4503

thefordgroup@truist.com

Phone 423-757-3015

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Who we are

The Ford Group of Truist Investment Services, Inc. believes with proper collaboration and education, clients can make confident and comfortable decisions for themselves and their families. We excel in comprehensive wealth management, specializing in personal financial planning, customized investment strategies and customized strategies for executives, families, and affluent individuals. 

With more than 45 years combined experience, The Ford Group has weathered the financial storms of the market and changing landscapes with their clients and provide a steady hand and advice. Whether you are saving for retirement, putting children through college, or leaving a legacy, your priorities are our priorities. We offer estate, tax*, and business succession planning; including risk management; and designing tailored investment management solutions after liquidity events. We appreciate your business and look forward to working with you. 

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

The Ford Group's process begins with the client and what is most important to them. We develop each client's plan by exploring and prioritizing goals, areas of concern, and address aspirations for the future. We then tailor a plan to each client’s unique needs by recommending specific planning strategies to address their goals. Once we understand what is most important to you, The Ford Group can work on your behalf to advance where you want to go and how you’ll get there. Our customized solutions revolve around a disciplined process that utilizes diversified investment products. Our proven process starts by evaluating goals and objectives, then analyzing your strengths and areas of vulnerability. From there, we present a formal financial plan, and develop an investment plan along with other recommendations. After implementing strategies, we will measure, monitor and report results on an ongoing basis. 
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