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Dave Ramsey Smartvestor Pro

Planning with the Heart of a Teacher

Planning with the Heart of a Teacher

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.

Investing with the Heart of a Teacher

Education and stewardship are at the core of our investment philosophy.  We can help:

  • Advise affluent individuals and families on tax-efficient institutional investment strategies
  • Show retirees how to maximize their social security and wealth while creating an income distribution plan using our bucket strategies
  • Consolidate previous employers retirement plans
  • Establish Roth IRA's or make back-door contributions for high income earners
  • Create or improve college savings plans for young families
  • Create sinking funds for specific savings goals
  • Educate Gen X and Millennials on the financial markets while creating a wealth accumulation plan
  • Address concerns and provide clients with reassurance, research and coaching during volatile markets

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.