The SmartVestor program exists for those who want to take ownership of their investing and retirement goals. Perhaps you've reached the point where your estate and wealth have grown extensively, and you need more than just a financial advisor who manages your retirement portfolio. Maybe you're looking for advanced tax strategy planning, estate planning, risk management or business succession planning.
This is where wealth management comes into play! The main focus of the SmartVestor program is to connect folks with financial advisors for investing and retirement needs. However, many SmartVestor Pros may also offer wealth management services.
Please feel free to still complete the SmartVestor form. While interviewing the SmartVestor Pros, ask them if they or someone at their firm offers wealth management to serve your more complex financial situation.
Ramsey Solutions is a paid, non-client promoter of SmartVestor Pros. Learn more.