What does it mean to be a Smartvestor Pro?

Work with an advisor who is partnered with Dave Ramsey.

Smartvestor Code Of Conduct

We are proud to be one of the few accredited advisors for SmartVestor. It is our mission to provide you with unbiased, professional guidance so that your investments can thrive in today’s economy and weather difficult times ahead.

The best way we know how: let us help guide your investment strategy as a Smartvestor Pro!

View full Code of Conduct

We are fiduciaries

Planning for your retirement should be taken seriously with people who have your best interests in mind. We are legally bound to do what is in your best interest.

What does your future look like?

We care about you and your future. Plan with people who can help protect you from loss. We don’t just look at your investments, we look at your retirement as a whole.

If you’re feeling lost, schedule a call with us and request your complimentary financial compass analysis.

Ready To Take


What do you want your retirement to look like? What are your biggest concerns? What are your dreams? Our 30 min call is designed to answer your biggest concerns about retirement while creating a clear vision of what it could look like.

Or give us a call at 916.458.8199