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Dave Ramsey's SmartVestor Pro

Take the next step on your journey

Take the next step on your journey

Choosing a SmartVestor Pro is a great way to begin planning for your retirement. We're honored to be part of the Dave Ramsey team. Dave’s process is spot-on, and that’s why we participate in the program. We bring to the table a simple, yet solid and effective approach to retirement planning. With more than 25 years in the business, each of us is committed to helping our clients get from where they are today to where they want to be.

Even if you’re just exploring your options when it comes to investing and retirement planning, we’ve got a few topics we can talk about. Call us at (502) 499-5668 so we can start a conversation about your goals for investing and saving for retirement. We look forward to hearing from you.

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Silver Oak Securities or Retirement Planning Solutions and is not sponsored or endorsed by Silver Oak Securities nor Retirement Planning Solutions.