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Dave Ramsey Smartvestor Pro

We are happy to announce our association with Dave Ramsey as a SmartVestor Pro 

SmartVestor Pros are financial advisors who follow Dave Ramsey's common sense approach to investing and debt control. SmartVestor Pros go through an interview process with the Dave Ramsey team before they are selected for the SmartVestor program. SmartVester Pros believe in debt reduction, investing for the long-term, and creating and keeping cash reserves. SmartVestor Pros commit to all clients both big and small. They also the whole investment process as well as financial and retirement planning. If you are a follower and believer in the Dave Ramsey approach to wealth, you will be happy with our services. 

What does it mean to be a SmartVestor Pro?

I agree to the SmartVestor Code of Conduct. Acting as a fiduciary our first goal is to recommend investments that are in your best interest. Dave Ramsey SmartVestor Pros have gone through a vetting process by the Dave Ramsey headquarters. I am happy and proud to be a SmarVestor Pro and take pride in recommending investments that we believe are in your best interest. Our heart of a teacher mentality and our investing for the long term are two basic, yet important traits that we share with all of our clients. 

I care about your future. We truly have the heart of a teacher -- our goal is to explain items to you by talking with you and to you but not above you. Before we start talking about individual investments, we'll discuss your desires, dreams, lifestyle, debt situation and financial goals. Once those items are addressed, we'll then move on to investments. Our goal is to 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. 

SmartVestor Pros have a client-first mentality. SmartVestor Pros are committed to educating and teaching you how your money works for you. We offer a wide variety of investments, so we can tailor make a portfolio that's built around your needs and desires. 

SmartVestor Pros focus on the long term. Dave Ramsey is a proponent of long-term investing. We also agree with that take. However, we are long term focused, yet short term aware. What that means is we follow trends, sectors and political decisions which can mean making changes to your portfolio short term. However, Like Dave, SmartVestor Pros believe in investing for the long haul. In addition to long term investing, SmartVestor Pros believer in the basic snowball effect when eliminating debt. By investing with a focus on the long term and eliminating debt, you are creating a positive foundation for retirement.

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Brokers Financial.

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