The Dave Ramsey Smartvestor program
Dave Ramsey started on one station in Nashville back in 1992, sharing practical answers for life’s tough money questions. Today, the show reaches 15 million combined weekly listeners. From YouTube to your favorite podcast app, listen and watch the show anytime, anywhere.
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Services
Financial Plan Creation
Consider your current plans, the goals you have yet to accomplish, the major items you want to purchase, the retirement you are expecting at a certain age, and your ability to finish your life with dignity.
Professional Investment Management
I will provide education and clarity on all investment related questions as they pertain to you. You will find my professional approach to be honest and transparent when it comes to the pros and cons of every investment product we evaluate.
Protection planning
One unfortunate occurrence can spell financial catastrophe, tearing down the financial security many have spent a lifetime building. Consequently, insurance becomes a critical tool to protect and preserve one's financial well-being.
Planning for retirement & beyond
Starting with the Core Components of YOUR Financial House and by considering your Goals for Today, Tomorrow, and the Rest of Your Life; we can develop a plan that adapts to your needs that will grow with you year after year.
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