Dave Ramsey's Smartvestor Pro

 

SMARTVESTOR PROS AGREE TO THE SMARTVESTOR CODE OF CONDUCT.

We believe everyone deserves access to solid, professional investing guidance. We have earned our position as SmartVestor Pros because of our experience in the industry and our commitment to helping others.

 

SMARTVESTOR PROS HELP YOU PROGRESS

With a SmartVestor, you know that you'll get the same type of advice that Dave Ramsey would give.  You can feel comfortable talking with a SmartVestor Pro because each and every one of us has the heart of a teacher.  Your education and understanding of personal finances are what we do.

 

SMARTVESTOR PROS ARE CONSTANTLY EVALUATED

As a SmartVestor Pro our performance is evaluated monthly by Dave Ramsey's team to make sure you get the best service possible. Also, you have a chance to grade your SmartVestor Pro based on your personal experience through a survey provided by Dave's team. The SmartVestor program is designed to help you make money and save money all while maintaining your financial peace of mind.

 

WHY USE A SMARTVESTOR PRO INVESTING PROFESSIONAL?

A good investing pro is going to do more than pick your funds. They 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.  We can be our own worst enemy when it comes to investment decisions.  We will keep you mindful of your True Purpose for Money and give you the courage to stick with your long-term goals.

 

Improve your financial well being and contact us today:  mwheeler@cfiemail.com