Ed and Clare joined Active Financial Group in March of 2015. Prior to joining AFG Ed worked with Lincoln Financial Advisors for more than 12 years as a financial planner. Clare joined Ed in his business in 2011 as a marketing, business development and client services specialist. Ed is focused on retirement planning for baby boomers and small business owners and his mission is to help enhance the lives of individuals and families as they plan for and approach retirement.
Ed is a CERTIFIED FINANCIAL PLANNER® practitioner and has also earned the certification of a CHARTERED RETIREMENT PLANNING COUNSELOR®. Based on his clients' input, Ed works closely with his clients to ensure that they have a clear understanding of their strategic plan for retirement.
He works with individuals, families, retirees and business owners in the areas of:
- Investment planning
- Retirement income planning
- Multi-generational estate planning
- Business succession planning
Ed is passionate about educating baby boomers and younger generations on the importance of planning for retirement. He speaks regularly to community groups and shares his knowledge of the challenges of planning for retirement. Some of his seminar topics include: understanding Social Security and strategies to maximize benefits; planning for increased health costs in retirement; the role of Medicare and long-term care; estate planning basics, and retirement income planning. He also speaks to women’s groups and shares strategies on how women can overcome some of the unique financial challenges they face.
The Stefans have been married for 28 years and are active members of the Sandy Springs Perimeter Chamber of Commerce where Clare is a member of The Executive Round Table. She is a graduate of Leadership Sandy Springs Class of 2013 and is currently serving on the LSS Board of Directors, chairs the Development Committee and serves on the Communication Committee. They are both active in the Fairfield University and UConn Alumni Associations. Clare maintains her connection with the residential construction industry by serving on the Board of the National Remodeling Foundation and is also a member of ProWIN where she serves on the Member Acquisition Committee.
They enjoy spending their leisure time traveling, reading, playing golf, fitness training and swimming.