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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 Mortage)

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

We Would Love to Hear From You!

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

– Dave Ramsey