Providing Keys for Your Financial Success
634 West Bridge Street, Owatonna, MN 55060
Why use a Dave Ramsey SmartVestor Pro?
Who can I trust? It's the top question in many investors minds. Dave Ramsey is one of America’s most trusted voice on money and business matters. The Dave Ramsey Show is a syndicated radio show host with more than 12 million radio and digital listeners tuning in weekly. He’s also a motivational speaker and author of more than 15 books, with 7 debuting on best-sellers lists. Ramsey Solutions provides biblically based, common-sense education, and empowerment that gives hope to people in every walk of life.
He is the creator of Financial Peace University (FPU), a program that helps people dump their debt, get control of their money, and learn new behaviors around money that are founded on commitment and accountability. More than 4.5 million people have attended FPU classes at their workplace, church, military base, local nonprofit organization, or community group.
Ramsey Solutions launched a program called SmartVestor, a service that connects individual investors with investment professionals. James Scholljegerdes, along with True Wealth Advisors Group, is very happy to be a part of the SmartVestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as True Wealth Advisors Group.
So, what does it mean to be a SmartVestor Pro?
To be designated as a SmartVestor Pro, an Advisor must agree philosophically with the financial planning principles espoused by Dave Ramsey. Principles include, but are not limited to:
Maintaining Emergency Funds
Not using Insurance as an Investment Vehicle
Not using Proprietary Investment Products
True Wealth Advisors Group is a fiduciary, meaning we are committed to putting your best interests first. Being a SmartVestor Pro naturally makes sense for us because we know from the start we have similar beliefs and values with our clients.
Like Dave, our focus is on helping our clients live their lives financially independent. Additionally, we take very seriously Dave’s mantra of acting with the heart of a teacher, not the heart of a salesman. We dedicate the time needed to listen to your goals and educate you on your investment options.
Ready to get started? Contact us today to schedule your complimentary portfolio review.