SmartVestor Investment Planning

As a member of Dave Ramsey's SmartVestor Pro team, we can't wait to help you meet your goals

       

How A SmartVestor Advisor Can Help You

You’ve worked hard to pay down debt and manage your money. Now your sights are set on crossing the finish line.  If you are ready to make an investment plan with a partner, we welcome the opportunity to learn about your goals, hopes, and dreams.  As a fee-based investment advisor, we have the resources, experience, and flexibility to provide you with a custom-tailored investment solution that grows with you as your life evolves. Our specialists are experienced in:

Dave Ramsey SmartVestor Pro

 

There is No Such Thing as One-Size-Fits-All Investing

GWA was formed in 2008 to meet independence from “in-house” products. We help people by never losing sight of our philosophy, planning strategy, and process. An important part of our proprietary 3P Approach© is applying the 7 Pillars of financial success to ensure you never outgrow a stagnant plan. We help people simplify their financial life so they can live more and worry less.

The SmartVestor Pro program is a director of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Global Wealth Advisors or Commonwealth Financial Network.

Get to Know Our 3P Approach© Back to Top

“Don’t fix your hope on the uncertainty of riches” 1 Timothy 6:17-19

Get to Know Our Approach to Financial Planning Logo.

Our proprietary planning approach shows our unwavering commitment to helping you reach your dreams – we call it the 3P Approach©The 3P part means that together we Plan your financial future, help you Prosper, and ensure we Protect what you worked hard to buildWe accomplish this in the spirit of mutual trust and respect. From stepping into your shoes and developing a plan, every journey begins with a well-designed roadmap to help you get where you want to go. Together we will:

  1. Schedule a no-cost introductory call where we will spend time discussing your unique situation
  2. Hold a fit call to determine if we are the right fit for your needs and if not, what we can do better
  3. Engage in fact-finding by stepping into your shoes and understanding your thought processes and tolerance for risk
  4. Provide an exhaustive search for solutions that make sense for your situation and develop your investment plan
  5. Guide you through the process of implementation of your investment plan
  6. Review where you are annually and determine what changes should be made for the coming year and beyond

Giving Back to the Community Through our GWAGives© Program

Learn More