If you’ve come to us through SmartVestor, you are [likely] a Dave Ramsey fan – so are we! At this point, that’s pretty much all you know about us; this is an overview of our Investment Philosophy at its core.
Our business is people and their financial well-being. Therefore, in the pursuit of our goals, our mindset is that clients always come first. We believe the foundation of your success is in us understanding your financial needs. Often, understanding your financial needs requires understanding what is most important to you – personally, professionally, and spiritually.
Once we understand your needs, we can design a Financial Plan that helps meet those needs and reflects your goals.
We are a full-service investment office; our staff takes you through every step of the investment process. Once we have created a Financial Plan, we take the necessary steps to make that plan a reality. This might involve opening new accounts, doing rollovers, setting automatic investment, or created college accounts for your kids. The steps will look different for everyone, because each investor has a different Financial Plan.
Once the plan is in place, your Financial Advisor will continue to manage it. Financial Planning is an ongoing process in which it is essential to monitor the progress of your investments within the context of your goals and periodically review all the relevant information.
"We hear people all the time saying things like, will we ever be able to afford to retire? Through smart management of your money, and simple planning, you can have confidence about your financial future. We want to see our clients leave a rich legacy of saving, spending, and giving."
--- Jason Krohn
SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, product, or other service offered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, & they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other advice. Ramsey Solutions does not receive, control, access, or monitor client funds or accounts. Ramsey Solutions does not warrant any services of SmartVestor Pros & makes no promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion & risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. Raymond James Financial Services does not endorse and is not associated with Dave Ramsey or the SmartVestor program.