SmartVestor Pro

Since 2007, our team has been helping SmartVestor Pro fans with their investments and financial planning needs. We truly believe that in order to help you pursue YOUR goals, we need to first understand you. We also need to help you simplify the complicated financial world. Rather than selling, we prefer to teach our clients about their options and we put ourselves in your shoes to help you make the decisions that are best for you and your family.

We have built a community of friends and followers who believe just as much as us that being debt free, building wealth intelligently, and giving wholeheartedly enriches our lives. Everything we do at Simplified Wealth Management is “Because Family’s Important.” We look forward to meeting and guiding you and your family.

The opinions expressed in this material do not necessarily reflect the views of LPL Financial. Investing involves risk, including the risk of loss. No strategy assures a profit or protects against loss. The examples provided were hypothetical and not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Simplified Wealth Management, Strategic Wealth Advisor Group or LPL Financial.

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