I have been a participant in the Dave Ramsey SmartVestor advertising program (formerly “Endorsed Local Providers”) since 2001. This means that our firm is committed to the financial principles that Dave teaches. We feel privileged to have helped thousands of Dave Ramsey listeners to map out their financial futures. There is no cost or obligation for a phone call, video conference, or in-person appointment.
What is a SmartVestor?
SmartVestor's are committed to educating and empowering you. They don’t just offer a single company’s investment choices; they are independent and work hard to help you reach your goals. Like Dave Ramsey, SmartVestor's believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement.
What does it mean to be a SmartVestor?
We agree to the SmartVestor Code of Conduct. Each SmartVestor must adhere to the group’s Code of Conduct and consent to ongoing screening by Ramsey Solutions.
We provide a refreshing twist on financial planning. We have the hearts of teachers, not the attitudes of salesmen and we are committed to a high level of fiduciary responsibility. We believe everyone deserves access to dependable, professional financial guidance. No account is too small and it’s never too late to get started.
We care about your future. We fit your plan to your life. We take the time to help you understand what you’re investing in and why. We then regularly meet with you to help you stay on track and encourage you to stick with your long-term goals.
“Your decisions from today forward will affect not only your life, but your entire legacy.” – Dave Ramsey
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