Smartvestor Pro

We’re Proud To Be Part Of:

Known for his financial literacy programs, Dave Ramsey has helped thousands of families become debt free and grow wealth through his Financial Peace University classes. As part of this process, Dave has built the SmartVestor program to connect families to pros who can give them investing advice.

As SmartVestor Pros, we’re here to help you invest and plan for your future based on your values and goals. We’re also committed to providing outstanding customer service and guiding you with the heart of a teacher.

Reach out today to get to know us better and learn more about how we can support your investing journey.

Financial Peace University

Dave Ramsey’s 7 Baby Steps to Financial Freedom

Ken and Scott help clients implement what they’ve learned from attending Financial Peace University, reading Dave’s books or just listening to his radio show. We incorporate Dave’s principals (7 baby steps) into your individual strategy and plan.

Learn More about the 7 Baby Steps

Step 1.

Have an Emergency Fund of $1000

Step 2:

Pay Off Debt (Except Mortgage)

Step 3:

Save 3-6 Months of Expenses

Step 4:

Invest 15% of Your Income into Retirement

Step 5:

Save For Your Child’s College Education

Step 6:

Pay Off Your House Mortgage

Step 7:

Build Wealth & Give to Charity

Ready to take the next steps?

Contact Us Today

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Special Needs Planning Group are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, DC, GA, KY, MI, MN, NC, NJ, OR, TN, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

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The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Special Needs Planning Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

SNPG, Dave Ramsey and Cambridge Investment Research, Inc. are not affiliated

Cambridge does not offer tax or legal advice.

Special Needs Planning Group