550 Pharr Road, 7th Floor
1701 Golf Rd, Commercium 109C
Using the Financial Principles of Dave Ramsey
We are dedicated to helping clients build wealth and protect their hard-earned assets. Because we adhere to the Dave Ramsey SmartVestor Professionals principles for investing, we are often contacted by new clients after they have viewed or listened to Dave's daily radio program or attended a Financial Peace University class.
Save. Stay out of debt. Plan for the long run.
You have heard this before… Our approach to financial planning follows the same “take control of your finances” strategy that Dave Ramsey advocates. We recommend our clients maintain proper cash reserves, eliminate unnecessary debt, and take a disciplined approach to retirement savings as well as the other philosophies of “living like no one else, so you can live like no one else.” We know it takes time and energy to find a financial advisor you trust. We pride ourselves in trust, accountability and transparency, and we will partner to create a financial plan tailored to your specific needs.
There's no cost or obligation for a phone call, video conference, or in-person appointment. We look forward to hearing from you!
SmartVestor pros are vetted by Dave Ramsey's team to best serve you.
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 drive to help others. Click here for the SmartVestor Pro Code of Conduct.
With a SmartVestor Pro, you know you are getting the same type of advice Dave Ramsey would give. You can feel comfortable talking with a SmartVestor Pro because each and every one of them has the heart of a teacher.
Every SmartVestor Pros performance is evaluated monthly to make sure you get the best advisor possible.
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. If you are having a bad day and decide to pull all of your investments out, you can ruin the goals you’ve worked hard to achieve. Since buying high and selling low is a bad plan, an investing pro will remind you why you’re investing and encourage you to stick with your long-term goals.