If you’ve come to us through the SmartVestor program, you are [likely] a Dave Ramsey fan – so are we! At this point, that’s pretty much all you know about us; this is an overview of our Investment Philosophy at its core.
Our business is people and their financial well-being. Therefore, in the pursuit of our goals, our mindset is that clients always come first. We believe the foundation of your success is in us understanding your financial needs. Often, understanding your financial needs requires understanding what is most important to you – personally, professionally, and spiritually.
Once we understand your needs, we can design a Financial Plan that helps meet those needs and reflects your goals.
We are a full-service investment office; our staff takes you through every step of the investment process. Once we have created a Financial Plan, we take the necessary steps to make that plan a reality. This might involve opening new accounts, doing rollovers, setting automatic investment, or created college accounts for your kids. The steps will look different for everyone, because each investor has a different Financial Plan.
Once the plan is in place, your Financial Advisor will review the progress of your plan relative to your defined objectives and suggest any changes where needed.
SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.
