SmartVestor Pro
Our Dave Ramsey Story
Our team at GoalFusion is proud to be part of Dave Ramsey’s SmartVestor Pro program. Jared introduced the team to the SmartVestor program and it’s been a part of the GoalFusion practice since 2020.
Jared's journey with Dave started back in 2015 after reading the Total Money Makeover book and starting his debt-free journey alongside his wife Lauren. A short 25 months later they had paid off over $56,000 in debt. Jared traveled with his wife and then one-year-old son Bentley to Nashville to meet Dave and go on-air for their debt-free scream in 2017. Jared has also led five Financial Peace University classes at his local church.
Our process for giving advice involves educating clients on their various options, helping them weigh the pros and cons, and ultimately making recommendations that clients understand and feel confident about.
We are here to help plan your financial future.
Contact your SmartVestor Pros today!
What can you expect from us as your SmartVestor Pro?
- We have a client-first mentality, are carefully vetted by Dave’s team, and must follow the Ramsey Code of Conduct.
- We genuinely look to do what is in our clients best interest at all times and have a heart of a teacher, not a salesman. Our process is slow and methodical, not quick to make a sale.
- Our process for giving advice involves educating clients on their various options, helping them weigh the pros and cons, and ultimately making recommendations that clients understand and feel confident about.
- We are independent, fee-only advisors paid for the custom advice we provide versus receiving a commission on company-based products.
- We do not hold any active insurance appointments so we do not sell annuities or variable life insurance products. We truly practice what we preach.
- We utilize the most modern investment suite of products available through exchange traded funds (ETFs) which provide low cost and diversified access to the markets. We do not sell products with commissions and that helps us with keeping client’s costs as low as possible. We do not have a minimum account size.
Ready to find out more?
Contact your SmartVestor Pros today!