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Dave Ramsey's SmartVestor Pro

Heart of a Teacher!

That reference is at the core of our firm, long before we became involved with Dave Ramsey. The key to long-term financial freedom is the ability to make informed financial decisions. We take the time to educate you so the decisions you make are ones you are comfortable making because you have the knowledge to back them up. As Dave says, it's your job! We simply help you do your job.

What are SmartVestor Pros?

SmartVestor Pros are financial advisors who follow Dave Ramsey’s teaching and have been carefully selected through an interview process to be a part of the SmartVestor program. They affirm that eliminating debt and investing for the long-term is the ideal way to build wealth and prepare for retirement. SmartVestor Pros commit to prompt and responsive client service and work with all clients regardless of account size, preferences, or background.

Why Use a SmartVestor Pro?

There are many financial advisors in our country, but who can you trust to give you sound advice? Dave Ramsey felt it was important to create a list of those that he trusts. SmartVestor Pros are chosen by Dave and his team because they have the heart of a teacher and provide excellent customer service.

Contact us to learn more.

Contact us to Learn More

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