What exactly is a SmartVestor Pro advisor?
As a Dave Ramsey SmartVestor Pro, we believe in paying off debts and building an emergency savings before investing for retirement. Going a step further, as independent financial advisors that act as a fiduciary for our clients, we believe in making objective and prudent investment decisions without allegiance to any investment, financial product, or stock company. Our allegiance is to our clients and their families.
As SmartVestor Pros, We’re Here To Help You Reach Your Goals
We Agree To the SmartVestor Code of Conduct.
We believe everyone deserves access to solid, professional investing guidance. We’ve earned our position as SmartVestor Pros because of our experience in the industry and our drive to help others.
We Provide a Refreshing Twist on Financial Planning.
We have the heart of a teacher, not the attitude of a salesman. We’re someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.
We Care About Your Future.
We’re more than “financial planners”—We’re someone you can relate to and share your dreams with. We fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.