Looking for a Ramsey Smartvestor Pro?​
Congratulations on taking control of your financial future! Whether you have recently become acquainted with Dave Ramsey or have followed Dave's financial principles for years, you know it takes work to achieve your financial goals. You also realize how important it is to work with professionals who share Dave's philosophy and are committed to helping you achieve your financial goals.
In his commitment to providing exceptional financial guidance, Brian is proud to be an authorized local provider for Dave Ramsey. With years of admiration for Dave's practical and effective strategies, Brian integrates these principles into his advisory approach. This collaboration ensures that clients receive both Brian's experience and Dave Ramsey's proven methods. Together, they focus on practical solutions for debt elimination, intelligent investing, and support for those interested in generous giving, all aimed at achieving long-lasting financial well-being.
WHY SHOULD YOU USE A SMARTVESTOR PRO?
To Join the Smartvestor program, the pros must:
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Work for investment advisors or broker-dealer firms that are not affiliated with Ramsey.
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Have at least two years of experience as a registered investment professional.
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Understand Dave Ramsey's 7 Baby Steps and agree to our Smartvestor Pro Code of Conduct
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Participate in ongoing coaching with us to help maintain our high customer service standards.
In addition, SmartVestor Pros:
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Are dedicated to their clients and committed to educating and helping you achieve your investing goals
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Take a long-term approach and embrace Dave Ramsey's principles of saving and investing. There are no shortcuts!
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Work through independent firms and, as a result, have access to a wide range of investments and providers. We don't simply offer a single company's investment choices. We are knowledgeable about the products we offer and can explain them to investors in easy-to-understand terms.
We invite you to contact us to schedule a consultation appointment to answer any questions you have.
*Dave Ramsey's SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Brian Limborg, The Limborg Group, or EFS Advisors.
