LOOKING FOR A DAVE RAMSEY SMARTVESTOR PRO?
Our team is made up of Dave Ramsey SmartVestor Pros. With the heart of a teacher, we work with our clients to make sure they understand every step of the investment and financial planning process, all while following Dave’s financial principles. Our goal is to help you find financial peace by becoming debt free and financially independent.
OUR PLANNING SERVICES
Comprehensive Financial Planning: Develop an overall picture of yourself as an individual and an investor to create a financial plan and strategy that fits your present and future goals.
Retirement Planning: Develop a strategy for a comfortable retirement through defining your retirement goals.
College Planning: Identify the costs associated with education and develop a plan to fund these expenses.
Estate Planning: Help ensure that your wealth will be transferred according to your wishes and with a smooth transition to your heirs.
Insurance Planning: Make sure that your assets are protected by having the appropriate Life, Long Term Care and Disability insurance.
Business Planning: Develop a strategy for business growth and determine the retirement funding vehicle that is best for you and your employees.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated.