Dave Ramsey's SmartVestor™ - Feel Good About Your Retirement
You’ve got a lot of choices when it comes to retirement investing. Knowing where to turn for help can feel scary because it’s your money and your future. You wish you could just have a list of pros who care about your future as much as you do.
Well, now you can!
What Does It Mean to Be a SmartVestor™ Pro?
It means we agree to the SmartVestor™ Code of Conduct.
We believe everyone deserves access to solid, professional investment guidance. We have earned our position as SmartVestor™ Pros because of our industry experience and our drive to help others.
It means we provide a refreshing twist on financial planning.
We have the heart of a teacher, not that of a salesperson. We help you feel comfortable sharing your dreams and visions. By gaining your trust, we will work together to create a plan to help you reach your goals.
It means we care about your future.
Our aim is to help you take care of yourself and your family. We fit your investment strategy to your life, not ours. Helping you understand how you're invested and why will encourage you to stick with your long-term goals.
About Dave Ramsey
Known for his financial literacy programs, Dave Ramsey has helped thousands of families become debt free through his Financial Peace University classes. As part of this process, Dave has built the SmartVestor™ program for families to receive investment advice from qualified professionals. SmartVestor™ Pros go through an extensive application and vetting process before being considered to represent a local area.
Upon completion, SmartVestor™ Pros commit to a strict Code of Conduct to provide unbiased products and services while giving recommendations consistent with Dave Ramsey’s philosophies on debt, investing and insurance.