Our firm is proud to be a part of Dave Ramsey's SmartVestor Pro network. His listeners strive for financial peace and seek advice from Financial Advisors that share his philosophy and values and that is exactly what our firm seeks to do.
Our goal is to empower, educate and help our clients live a life of financial freedom while having the Heart of a Teacher.
From following the Baby Steps to accumulate wealth to creating an income plan in retirement, we can help you create a financial plan to achieve your goals.
Proudly serving fans in Portland, Oregon, Spokane, Washington and surrounding communities.
Investing with the Heart of a Teacher
Education and stewardship are at the core of our investment philosophy. We can help:
Dave Ramsey's Seven Baby Steps
Step 1: $1,000 Emergency Fund
Step 2: Pay Off All Debt With The Debt Snowball
Step 3: 3 to 6 Months Expenses In Savings
Step 4: Invest 15% of Income into Retirement (Match/Roth/Traditional)
Step 5: College Funding
Step 6: Pay Off Your Home Early
Step 7: Build Wealth and Give!
Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated with Royal Alliance Associates, Inc. (RAA) and are not sponsored or endorsed by RAA.