Dave Ramsey SmartVestor Pro
We are proud serve as a Dave Ramsey SmartVestor Pro (formerly Endorsed Local Provider) Financial Planner with offices in Lansing, Michigan and downtown Okemos, Michigan!
HISTORY OF DAVE RAMSEY SMARTVESTOR PRO
Many years ago, Dave Ramsey felt it was important to be able to provide a list of local financial advisors, financial planners and investment professionals he trusts and that his listeners could also trust. Originally named Endorsed Local Provider, it was designed to provide a single, local advisor contact. Soon, Ramsey Solutions determined that it would benefit the listeners to have a few options of advisors to interview for their personal financial situation. Thus, the birth of Dave Ramsey SmartVestor Pro.
WHAT IS A DAVE RAMSEY SMARTVESTOR PRO?
As a Dave Ramsey SmartVestor Pro, we are part of a team of honest and caring investment professionals that follow Dave Ramsey’s philosophies.
We believe the best way to build wealth and prepare for the future is to eliminate debt and focus on long-term investment. We encourage our clients to be debt-free, barring their primary mortgage, and have an emergency fund, before they begin investing. As a Dave Ramsey SmartVestor Pro, we can assist clients when they have an IRA or retirement plan to roll over. However, we recommend you reach Baby Step 4 before any further investing.
WHY USE A DAVE RAMSEY SMARTVESTOR PRO?
We believe an honest and open approach is the best way to do business and connect with our clients. While others may focus on fancy dinners or gifts, our focus is on you and your future.
As a Dave Ramsey SmartVestor Pro, it is important to us that we can help educate our clients so they are more confident in making financial decisions. With the heart of a teacher and the desire to help our clients reach their financial objectives, we will walk you through each step of the process and help you stick to your goals.
Many financial services or brokerage firms rely on commissions or report to corporate overseers, which can limit the range of investment options and ideas. Park Lake Advisors is independent and, thus, there are no commissions or sales quotas to compromise performing in your best interest. We are accountable to only our clients and, as such, work in a fiduciary capacity (in your best interest) whenever feasible and, when it’s not, we fully disclose it to you.
We say what we do, and do what we say.
WE WANT TO HELP YOU!
As a Dave Ramsey SmartVestor Pro, we are committed to helping you become financially strong. Serving as a Dave Ramsey’s SmartVestor Pro in Michigan’s capital region is a useful tool in reaching our mission of guiding and empowering you towards a strong financial future through common sense education and sound advice.
We strive to make you feel secure about financial planning and your financial future and we work together with you and any other advisors to help create a plan to reach either your long-term or short-term financial goals.
We don’t just offer a single company’s investment options. We have access to hundreds of investments to help you meet your goals. And, working as a fiduciary, our commitment is to the best interest of you, our client.
We are here to help you with any questions you have, from budgeting to working through Dave Ramsey’ Baby Steps to investing in your financial future. We will cheer you on if you need that extra motivation to pay off debt. If education on how to reach your financial goals is what you are looking for, we will be there to coach you along the way.
Whether you were referred to us by the Dave Ramsey SmartVestor Pro team or not, we are happy to meet for a free consultation in our Okemos, Michigan office, our Lansing, Michigan office or virtually via Zoom, to evaluate how best to help you reach your financial goals. We will guide you through the steps of sound investment principles as you walk your financial journey.
“We’ll help you plan to live like no one else!”