We here at SmartPro Financial, believe that financial planning is about more than just investing. Through the heart of a teacher, we work with each client to make sure they understand every step of the process. Whether you are just starting out or have been investing now for years, we are here to teach and educate you about investing.
Comprehensive financial planning is about building wealth through a process, not a product. A plan provides not only direction, but also an integrated strategy to try and better your overall financial life over time. A comprehensive plan takes into consideration the entirety of your financial life. Your assets, liabilities, taxes, income, business, etc. These aspects of your financial life are never isolated from each other.
SmartPro Financial’s three founders currently serve as members on Dave Ramsey’s Investing Advisory Council. The council was first formed in January 2014. The top individuals from around the nation were chosen from over 800 Dave Ramsey SmartVestors to serve on the council. Through ongoing communication and annual meetings in Nashville, the SmartVestor Pro Advisory Council aims to help Dave and his team direct other advisors in serving Dave Ramsey listeners. They focus on best practices for investment, retirement, and financial planning strategies as well as customer service.
"You must gain control over your money or the lack of it will forever control you."
important things you should know
Questions And Answers
1. Schedule a free conversation 2. Have a conversation 3. Get back to what matters most.
No we take anyone no matter their experience in investing. Our hope is that we can come along side you to help guide you to your dream retirement.
There are typically two ways that we are compensated as an advisor. Asset fee or front load commissions, depending on your situation.
Yes, we pride ourselves on making ourselves available to our clients. You will be able to contact us by directly calling, emailing, or scheduling an appointment immediately on our calendars.
Most Americans struggle with knowing what to save each month and when they are able to actually retire. We do believe retirement is an age but a number. We work hard to make sure you can plan and walk into retirement with confidence.
There is no one size fits all financial plan. Through conversations we will better be able to determine a plan for you to move forward in.