prov·i·dent

/ˈprävədənt/

ˈprä-və-dənt

Having or showing foresight; providing carefully for the future.

Our Services

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Retirement Planning
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
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Our Team

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world.

Meet Our Team

Our Company

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit ;www.lpl.com.

We’ve been helping Dave Ramsey’s listeners with their investment needs since 2006.

  • SmartVestor Pros provide a refreshing twist on financial planning.

    With a SmartVestor Pro, you know for sure you’re getting the same type of advice Dave Ramsey would give. They have the heart of a teacher, not the attitude of a salesman. They're also more than just a "financial planner", they're someone you can relate to and share your dreams with.

  • SmartVestor Pros have a client-first mentality.

    SmartVestor Pros will work with you to create a plan to help you work towards your goals. Our firm is independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

  • SmartVestor Pros care about your future.

    Like Dave, SmartVestor Pros believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. They will fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

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