Jared W. Ford

Wealth Management Advisor

Ford Innovative Wealth Strategies began based on a need that Jared Ford had rarely seen filled after being in hundreds of meetings in multiple states. Connecting a clients tax plan, estate plan, and overall plan together. Folks that saved a nest egg had a CPA, an attorney, and a financial advisor, but were unsure how all of their services worked together for their plan. Thus Ford Innovative was created. Jared sits down with folks and walks through their tax returns to see what's been done and what clients should look at going forward for optimization, interviews folks about the impact they want their money to have while they are living and once they are gone, then puts both together to make a plan to serve those decisions and goals with tax efficiency.

Jared worked for H.D. Vest in their home office for 7 years learning financial planning, investment selection, risk management, and estate planning. But he realized that his knowledge would not be rounded out until he had experience learning tax so he spent the next 8 years in different CPA and advanced planning firms in order to learn tax since anyone that has saved money over the years is highly concerned with taxation and how much they keep rather than just how much they earn.

Jared works with his wife Kelley and has 3 children, Morgan, Grant, and Lillian. They live in Midlothian, TX and attend First Baptist Midlothian, enjoy being outdoors as much as they can, and being involved with their community.