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Complimentary College Planning Whitepaper

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Smartvestor Pro

Being a Smartvestor

Our priority is making sure that you and your family are set up to be successful and happy. As Smart Vestors, we have the experience of working with our clients to provide a strtegy that will help you build your future. One of our most popular financial strategies we offer is following the basic philosophy of Dave Ramsey.

We promote the course of following Dave’s Baby Steps. Dave’s baby steps help get you where you want to be financially and prepare you for retirement.

Dave Ramsey’s Baby Steps


Have an Emergency Fund of $1,000


Pay Off Debt (Except Mortgage)


Save 3-6 Months of Expenses


Invest 15% of Your Income into Retirement


Save for your Child's College Education


Pay Off Your House Mortgage


Build Wealth & Give to Charity

We Would Love to Hear From You!

“A budget is telling your money where to go instead of wondering where it went.”

– Dave Ramsey

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