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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.
Dave Ramsey’s Financial Advisor Network
SmartVestor is your connection to Ramsey-level financial advising.
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
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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