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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
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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Why do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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