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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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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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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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