Dave Ramsey's Advisory Council
SmartPro’s founders serve on Dave’s exclusive Advisory Council, a small group of select SmartVestor Pros. Through ongoing communication and annual meetings in Nashville, the Advisory Council helps Dave and his team direct Smartvestor Pros and develop best practices for serving Dave’s listeners.
Our SmartVestor Pros don’t just pay lip service to Dave Ramsey’s principles – we really believe them. Our pros are Dave Ramsey listeners that started their path as Smartvestor clients like yourself, and developed a passion for the transformative effect that taking control of finances has on a family’s legacy. Because our Pros have been in your shoes, you can trust them to understand what you need, teach you what you don’t know, and give you the same advice you would hear if you called Dave himself!
SmartPro is a member of the elite National SmartVestor program. Dave selected the best SmartVestors to provide service to areas which are underserved by local SmartVestor Pros. Many of our clients prefer to partner with a National provider as they value the privacy that working with someone who in not local in their community provides. Not to mention the convenience of virtual meetings!
Although we are all independent, we rely on each other to develop our skill sets and keep pace in our constantly changing industry. We are always sharing innovative solutions, new products and industry knowledge with each other. No one can be an expert at everything, but because our pros regularly collaborate, we have the tools to help everyone, regardless of how unique their individual situations are.
We value independence and never want to be forced to recommend a proprietary product or service. That’s why we have partnered with Cambridge Investment Research, Inc., an independent Broker/Dealer and Registered Investment Advisor headquartered in Iowa. Through our partnership with Cambridge, we have the freedom and independence to offer you the products that we determine make the most sense for your situation.
Our pros offer a range of services to meet your needs. Our flexible investment options include Fiduciary-style managed accounts, commission-only products, and comprehensive financial planning. We can also assist you with your term life, disability and long term care insurance needs.
"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 call where we’ll align with your goals.
2. We’ll create a step-by-step retirement plan
3. We’ll help you implement your plan so that you can get back to what matters most.
There are typically two ways that we can be compensated as an advisor. An asset fee (around 1%) or front load commissions, depending on your situation.
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 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.