Welcome Dave Ramsey Fan, we’re glad you’re here! We know it can be emotionally tolling to find someone you trust with something as important as your finances. Here’s a few fast facts about us:
As a SmartVestorPro, I bring the heart of service to the work I do each and every day. Our performance is evaluated on a monthly basis through client surveys and the SmartVestorTeam to ensure we are providing you with the best service and advice. Plus, SmartVestor is recommended by Dave Ramsey and a valuable asset to us and to you, our clients.
I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.
I’m more than a “financial planner.” I’m someone you can relate to and share your dreams with. I 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.
For more information or to schedule an appointment with one of the professionals at Cornerstone, call us at 877-352-9490 or email firstname.lastname@example.org
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