How we can help you create a smart investment plan for your future.
Your Individual Investment Goals
Everybody has different goals for the future so we first focus on helping you create a strategic plan based upon your individual needs and long term financial goals.
Transparent Client Education
Choosing the correct investment strategy can feel confusing, that’s why we are dedicated to educating our clients to make empowered decisions.
We know that you have questions and we are here to answer them. We are available to meet at your home or desired location and by phone and email.
What is a SmartVestor Pro?
A SmartVestor Pro is an investment professional in your area that has been chosen and screened by Dave Ramsey’s team. Initial and ongoing screening involves background checks of professional background history, experience and FINRA Broker Check.
Why work with a SmartVestor Pro?
SmartVestor Pros share the same investment philosophies with you that Dave teaches on the air every day. Dave’s team continually communicates with SmartVestor Pros to help them serve his listeners with great customer service and with the heart of a teacher.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Dove Investment Research & Management or LPL Financial.