As a SmartVestor Pro, I provide an easy-to-understand and ethical approach for solving the investing and financial planning challenges of today's marketplace. We strive to learn and understand individual and business financial information, build and maintain long-lasting relationships, and provide quality guidance, service, and products to help work towards financial independence.
What is a SmartVestor Pro?
SmartVestor Pros are investing professionals who have been interviewed and reviewed by the Ramsey solutions team. In order to become a SmartVestor Pro, advisors first must pass a through a strict vetting process to demonstrate that they are skilled investment advisors and financial planners. SmartVestor Pros believe that eliminating debt and investing for the long term is the ideal way to build wealth.
How Can I Benefit from Using a SmartVestor Pro?
With industry experience and investment specific knowledge, Kevin‘s knowledge and expertise can help you figure out how you can pursue your personal money goals. This program ensures SmartVestor Pros have the heart of a teacher and that they truly enjoy helping clients pursue their financial goals. Even if you feel like you have a solid understanding of markets and investments, our guidance and experience can help you move towards your goals quicker and more efficiently.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Clearview Financial Group or LPL Financial.