Turn to a SmartVestor Pro for all your financial needs.
Whether you’re just getting out of debt or have accrued significant assets, we make it easy to work with our firm.
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We’re Dave Ramsey-certified and can help you build your wealth
Thank you for considering Vision Retirement for your investment and retirement planning needs. In familiarizing yourself with our firm, you’ll see we do a few things differently to set us apart from other firms you may have been referred to. This includes:
Adhering to a fiduciary standard
You’ll always receive advice that’s in your best interest and never about our bottom line.
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Providing access to top experts
No matter your engagement level with us, your financial advisor will possess robust expertise and the top credential in the industry: CFP® certification.
Never mandating sales or pushing commissioned products
You’ll be confident knowing our team of advisors is here to help you reach your goals rather than pitch products or services you may not want or need.
We encourage you to click the button below to schedule a no-obligation consultation with one of our financial advisors.
Oft-Recommended Solutions
While it’s always best to speak with a financial advisor who’s familiar with your unique situation and can thus make relevant recommendations for your needs, we’ve compiled a list of solutions that are particularly popular with fans of David Ramsey…
Advice Subscription
· Ongoing advice from a CFP® professional so you always stay on track
· Best suited for anyone climbing (or who recently climbed) out of debt, young professionals, and those looking to feel more confident in their financial decisions
Click here to learn more.
Automated (Robo) Investing
· Combines the power of automated investing with the guidance of a financial advisor
· Ideal for investors who recently climbed out of debt and are in the early stages of building their investment portfolio
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Fiduciary Investment Management
· Delegates day-to-day investment decisions to our team of experts
· Ideal for investors who are in more advanced stages of building their investment portfolio (with holdings of at least $100,000)
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See if our expertise matches with your needs.
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your journey and speak to a financial advisor today.
See if our expertise matches with your needs.