Retirement can be scary
With all the noise out there, it can be hard to know whom to trust or where to go for personalized advice. People’s nest eggs have unfortunately become sales opportunities by many looking to take advantage of retirees or pre-retirees who don’t have the education or knowledge to understand all the hidden fees and/or high commissions in some of today’s complex investment products.
The heart of a teacher, not the attitude of a salesmen
The Smartvestor Pro program (formerly ELP or Endorsed Local Provider) helps take the stress out of finding someone that has your best interest at heart. You may have heard about this program from our radio colleague Dave Ramsey or other notable industry figures such as George Kamel, Ken Coleman, Dr. John Delony, and Rachel Cruze.
Not just a ‘financial planner’ or ‘investment manager’
Smart planning involves going beyond merely picking or managing investments, and a great financial advisor does more than just that. We earned being called SmartVestor Pros, in part, because of our passion and drive to help and educate others. We’re people you can relate to and share your dreams with, and we’ll work together to create a comprehensive plan that involves not just investments, but also integrates tax reduction and other aspects that comprise the entirety of your financial life.
Money is important, but
what it can do for you is more important
We want to help you reach your specific goals by educating and empowering you, which always starts with finding out what is important to you. Money, like anything else, is just a tool. Your money should be working for you to help create memories and enjoy retirement, whether that be traveling, visiting grandkids, supporting your favorite charity or church, or whatever else may be important to you.
Money shouldn’t be something you worry about; it should be something that helps you and those you care about enjoy a better life. Our goal is to aid you in building a plan to do just that.