The popularity of Dave Ramsey’s no-nonsense approach to money management has spurred an ever-growing movement of investors who want to approach their finances the way Dave would approach them. As a Dave Ramsey SmartVestor Pro, we pride ourselves in helping our clients, who are Dave Ramsey listeners, do just that.
Security Financial Management (SFM) has committed itself to being held to a higher standard of customer service and possessing the “heart of a teacher”. We will adapt our clients’ investments to their life goals, consider tax implications, and educate clients so they understand what they’re investing in and why. In doing so, we maintain a commitment to Dave Ramsey’s principles.
While each investor’s financial situation is unique, like Dave, we believe that eliminating debt and investing for the long term will help clients build wealth and prepare for retirement. We’re knowledgeable about Dave Ramsey’s “baby steps” and are able to understand what your overall financial picture looks like based on where you’re at in the “baby steps” progression.
If you would like to learn more about our role as a SmartVestor Pro, please reach out to us so we can get the conversation started. We’d love to be of service.