Certified SmartVestor Pros, At Your Service
As Dave Ramsey SmartVestor Pros, we are committed — just as Dave is — to providing simple, common sense education and empowerment, seeking to give hope to everyone, regardless of their age or income.
We provide an easy-to-understand and ethical approach for solving the investing and financial planning challenges of today's marketplace. We take the time to truly listen and learn about you and your unique situation in order to build and maintain long-lasting relationships. We aim to provide the highest quality information, service, and products to help you pursue financial peace.
Positioning You to Pursue Your Goals
A key step in our process involves an in-depth exploration into your personal values, goals and objectives. We help you uncover and explore the underlying motivations which drive your financial goals and decisions. Then, we’ll help you identify, clarify and prioritize your personal goals and objectives. Having these goals clearly defined allows us to create a highly personalized financial plan designed to position you to pursue the kind of life you want to live today and tomorrow.
Advice Using Dave Ramsey's Time-Tested Principles
As your local SmartVestor Pros, we give independent, objective advice you can trust, through strategies which follow Dave Ramsey’s time-tested principles. Finding trustworthy and competent investment advisers has become increasingly complicated in today’s market. All too often, we hear stories of unfulfilled promises. In order to provide personalized advice and a comprehensive plan to pursue your goals, we help you examine and analyze where you are now versus where you want to be in the short, intermediate and long term. Based on this information, we can chart the course forward to your desired future.*
Starting Out
Growing Wealth
Nearing Retirement
Living In Retirement
A Unique Financial Plan for Your Unique Life
We’ve developed a tried and true process for financial planning and retirement planning. While our approach and process are similar for all of our clients, we tailor your experience to suit your preferences, and the outcome is a highly personalized financial plan. Your custom financial plan will be designed to grow with you, allowing for future adjustments as your circumstances and preferences change. And, because of our ethical approach as SmartVestor Pros, you can trust that your plan and our recommendations will always put your personal best interests first. Always.
Are You Prepared for an Estate Tax Sunset?
