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SmartVestor Pro

Smartvestor Pro

Smartvestor Pro

We are a proud partner of the Dave Ramsey SmartVestor program. We listen to what matters to our clients, teach them about their options, and serve them while keeping them in charge. We specialize in a wide range of topics including:

· Financial Planning
· Investment Advice
· Retirement Plans
· College Savings Plans
· Portfolio Diversity
· Estate Planning
· Life Insurance
· Long-Term Care Insurance 

We pride ourselves on helping you achieve your financial goals. Our Advisors have the heart of a teacher and help you understand all of your options, and what specifically works for you and your family. We have the experience and care to help keep your financial plan on track.