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Dave Ramsey’s Financial Advisor Network 

Dave Ramsey’s Financial Advisor Network 

SmartVestor is your connection to Ramsey-level financial advising.

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THE RETIREMENT REDZONE

THE RETIREMENT REDZONE

If you are age 50 or older and are planning to retire in the next 5 years, or already retired, you are in the RETIREMENT REDZONE and we can help.  We want our clients to maximize their benefits, minimize their taxes, and right size their investment risk

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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes.  This guide is designed to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

EDUCATOR SOLUTIONS

EDUCATOR SOLUTIONS

Our advisors specialize in helping educators and school administrators with their unique retirement plan options. We created a retirement planning checklist, an ebook AZ Educator's Guide to Retirement, and webinars for school employees to help you have a smooth transition to retirement. Additionally we have services to help with student loan forgiveness.

DOWNLOAD THE AZ EDUCATOR'S GUIDE TO RETIREMENT
FINANCIAL PLANNING

FINANCIAL PLANNING

Gain confidence with a clear financial plan formed by an objective, third-party professional. A financial plan can help you to set realistic goals, assess your current financial situation, and create a comprehensive plan that will help you reach your goals.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.
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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
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