CERTIFIED DAVE RAMSEY
SmartVestor Pro
Who is Dave Ramsey?
Dave Ramsey is a well-known personal finance professional and the founder of Ramsey Solutions. He has been providing financial guidance since 1992, helping people manage their money, get out of debt, and build wealth. The Dave Ramsey SmartVestor program is a part of his broader approach to financial education to take control of your money! Dave Ramsey's 7 Baby Steps will show you how to save for emergencies, pay off all your debt for good, and build wealth. It’s not a fairy tale.
Be Confident About
Your Retirement
Why Use a SmartVestor Pro?
The SmartVestor program connects individuals with qualified and vetted investment professionals who follow Dave Ramsey's principles. The SmartVestor program offers a directory of investment professionals in your area. These financial advisors are expected to provide advice based on the principles of getting out of debt, saving, and investing for the long term. The goal is to help individuals make informed decisions about their investments and financial planning.
SmartVestor Pros have the “heart of a coach”.
The core idea for a Smartvestor Pro is about embodying certain values and behaviors that are beneficial in guiding and supporting others. Whether in the realm of sports, professional development, or personal growth, embodying the "heart of a coach" fosters positive relationships, facilitates learning, and contributes to the success and well-being of those being coached.
Who is Ruth Goldstein, Smartvestor Pro
She lives in East Atlanta near Decatur with her husband David. She has worked hard to obtain CFP® and ChFEBC℠ credentials and has a broad understanding of the financial industry to provide financial guidance all along the way. As you will soon see, she walks her clients through life with the “Heart of a Coach”. Please set aside a few minutes for us to talk and let me send you an introductory package to tell you more about me and the firm. She wants to hear more about you and your journey. “What Baby Step are you on?” will be her first question so let’s get started.
Disclaimer: Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, coaching, and education services offered through Mainstreet Financial Group. Mainstreet Financial Group is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER", and CFP° (with plaque design) in the U.S.} Advisory Alpha permits non-clients to provide endorsements of Advisory Alpha and/or its supervised persons, in this case, Ruth Goldstein. An endorsement is a statement by any non-client (the "Endorser") that indicates approval, support, or a recommendation of Advisory Alpha or its supervised persons or describes that person's experience with Advisory Alpha or its supervised persons. Endorsements represent that individual's experience and do not, necessarily, represent the experience of other third-parties who work with Advisory Alpha or Ruth Goldstein. Ramsey Solutions is not affiliated with any SmartVestor Pros and neither Ramsey Solutions nor any of its representatives are authorized to provide investment advice on behalf of a SmartVestor Pro or to act for or bind a SmartVestor Pro. Each SmartVestor Pro has entered into an agreement with Ramsey Solutions under which the Pro pays Ramsey Solutions a combination of fees. The fees paid by the Pros to Ramsey Solutions are paid irrespective of whether you become a client of a Pro and are not passed along to you. However, the presence of these arrangements may affect a SmartVestor Pro's willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by Ramsey Solutions through the Smart Vestor program. Please ask your SmartVestor Pro for more information about their fees. Neither Ramsey Solutions nor its affiliates are engaged in providing investment advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of any Smart Vestor Pro and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of the SmartVestor program, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. The contact links provided connect to third-party sites. Ramsey Solutions and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party
