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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Be Confident About Your Financial Future

Customized, step-by-step investment plans from your SmartVestor Pro
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Financial Security

Hope for the Future

Leave a Legacy

After years of hard work, will you have enough?

You should be able to feel confident about your financial future.

We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for.

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Our Dave Ramsey SmartVestor Pros are ready to help you meet your goals

You don’t have to stare down your future with worry and confusion. Partner with us and together we will create a simple map to guide you on your financial journey. We believe in Dave Ramsey’s principles.

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Find a SmartVestor Pro Near You

As a National SmartVestor Pro Partner with over 50 advisors, we can meet you anywhere in the US in person or virtually

Here’s how to get started:

let’s chat

We’ll reach out with a call and email so we can get to know each other, and understand how your SmartVestor Pro can help you.

appointment

Next, we’ll meet up somewhere – we love to sit around the kitchen table. We’ll discuss your goals and how to get you there.

your plan

We’ll present you with a customized step-by-step plan for how you can create the financial future you envision.

Financial planning isn’t one size fits all

We are here to help you in whatever area of planning you need:
  • retirement
  • college expenses
  • estate planning
  • insurance
  • comprehensive financial planning
  • active 401(k) management

Real finanical success starts at the kitchen table

Talking to a professional about your finances can feel intimidating. But we’re just regular people.
Each of us has walked this path. That’s exactly why we’re so passionate about meeting you right where you are.
Let’s meet up at your kitchen table, have a cup of coffee, and help you create a financial future that is everything you want it to be.
You don’t have to stare down your future with worry and confusion

Partner with SmartPro Financial and be confident that there are good days ahead.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Please reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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