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.