Why use a SmartVestor Pro?
We are going to do more than pick your funds. We are going to fit your investments into your life, consider tax implications, changes in legislation and educate you so you’ll understand what you’re investing in and why. Short term reactions to the market can ruin your long-term goals you are working hard to achieve. We will remind you why you’re investing and encourage you to stick with your long-term goals.
We have the heart of a teacher so we are committed to educating and empowering you to help you pursue your long-term investing goals.
Client first Mentality: As an independent financial advisor we work for the client, and not the investing companies. We are not limited to a single company’s products or plans, which allows us to use many different companies and funds to design a plan tailored to your unique situation and goals.
Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates or sponsored by LPL Financial.
Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.