We believe everyone deserves access to sound, disciplined and professional advice. We have earned our position as SmartVestor Pros because of our experience in the industry, servant mindset and adherence to biblical principles.
Sometime the long-term goals seem daunting or un-attainable. Much of what we do day to day, week to week and month to month determine long-term achievement. As a Smartvestor Pro we will be there with you side by side, guiding you through the “what-ifs” and successes of life.
I often tell my clients, that if I am doing my job well, you should be able to “graduate” from our relationship in a few years. Having the heart of teacher provides for the most fulfilling Client and Advisor relationship as no stone will go unturned and yields 100% transparency.
As a SmartVestor Pro and Fiduciary my performance is constantly being evaluated. The standard set by the Dave Ramsey organization and furthermore the standard as a Fiduciary insure that I am solely working in your best interest.
A sound, disciplined and performing portfolio is so much more than picking your funds. When considering risk, timelines, tax implications, changes in legislation, personal preferences and other criteria we design your portfolio specific to you. As a fiduciary, you know that our motivations are aligned, and conflicts of interest are eliminated.