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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

01.

Have an Emergency Fund of $1,000

02.

Pay Off Debt (Except Mortgage)

03.

Save 3-6 Months of Expenses

04.

Invest 15% of Your Income into Retirement

05.

Save for your Child's College Education

06.

Pay Off Your House Mortgage

07.

Build Wealth & Give to Charity

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

– Dave Ramsey

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Avenues to Wealth are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, KY, ME, MI, MN, MO, NC, NE, NM, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge does not offer tax or legal advice. Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Avenues to Wealth makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Avenues to Wealth