what does it mean
to be a dave ramsey
smartvestor pro?

As a Dave Ramsey SmartVestor Pro we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to try and help you reach your goals.

We agree to the SmartVestor Code of Conduct

We believe everyone deserves access to solid, professional investing guidance.  We have earned positions as SmartVestor Pros because of our experience in the industry and our drive to help others.

CODE OF CONDUCT

We provide a refreshing view of financial planning.

We strive to make you feel secure about financial planning and enjoy building trusting relationships with our clients.  We’ll work together to create a plan to help you reach your goals.  SmartVestor Pros don’t just offer a single company’s investment options. We have access to hundreds of investment types that suit your needs.

We care about your future.

Our first priority is helping you take care of yourself and your family. We 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.

SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any advisory fee, portfolio, product, or other service offered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other advice. Ramsey Solutions does not receive, control, access, or monitor client funds or accounts. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, 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. Woodstock Wealth Management, Inc. does not endorse and is not associated with Dave Ramsey or the SmartVestor program.