A Dave Ramsey SmartVestor Pro
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Five Talents Financial Management Group or LPL Financial.
Strategies Tailored To Your Family's Needs
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.
We create financial strategies tailored to your goals.
Weekly Market Commentary
Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.
Questions?
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