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Financial planning is about more than just investing

It is a way to make your money work for you. Working with a Smartvestor Pro may lead to a more confident planning experience. I am committed to educating and empowering you to making a financial plan for real life.

Envision your retirement dream in high definition, and get intentional with your money.


I believe that comprehensive financial planning is about building wealth through a process, not a product. We work with you to formulate a plan that creates a strategy to help you create a better overall financial situation.

Get started with a plan that will help you know where your finances stand and keep you on track towards your goals.

<b>The SmartVestor Code of Conduct.</b>

The SmartVestor Code of Conduct.

We believe everyone deserves access to experienced, professional investment guidance.

<b>SmartVestor Pros help guide you.</b>

SmartVestor Pros help guide you.

We guide you every step of the way so that you know where you are in your financial journey. 

<b>Why use a SmartVestor Pro?</b>

Why use a SmartVestor Pro?

We work with each client individually to help them make smart money choices.

Schedule Your Complimentary Consultation

Talk with a SmartVestor Pro about your next steps to save for your goals.

SCHEDULE A CONSULTATION

SmartVestor Pro’s may implement strategies similar to Dave Ramesy’s Values toward paying down debt, saving and investing.

WHAT ARE THE BABY STEPS?

WHY DO THE BABY STEPS WORK?

Dave Ramsey's 7 Baby Steps have helped millions of people get rid of their debt for good. This technique can work because it is simple and sets realistic and attainable goals.

EDUCATION

EDUCATION

When you learn how to manage your money the right way, you can easily get rid of debt for good and build wealth for the future you want.

ACTION

ACTION

It’s easy to build your momentum with small, easy to achieve goals. With each baby step taken, you become more and more confident in your progress.

REWARD

REWARD

Not only are you getting yourself closer to achieving your goals, but you’re developing skills that can help you do better in all aspects of your life.

Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of LPL Financial or Limestone Wealth Partners.