SmartVestor Pro Dave Ramsey

      

If you've made it to this page that means that you have made it through (or almost) the first 3 Baby Steps and are ready to Begin Baby Step 4: Investing 15% of your Household Income in Retirement.
 
We are here to help you create a plan to make it through the 7 Dave Ramsey Baby Steps.
 
Baby Step 1- You have saved $1,000 for your Starter Emergency fund.
 
Baby Step 2 - You have paid off all debt (or almost all debt) excluding your house using the Debt Snowball.
 
Baby Step 3 - You have saved 3-6 months of expenses in a fully funded Emergency Fund.
 
Now you're ready to begin Baby Step 4 - Investing 15% of your Household Income in Retirement.
 
15% may be right for you or you may need to invest a different amount. This is something that we can help you decide.
 
We will develop a customized plan and walk you through a step-by-step process that will help you feel confident in your decisions.
 
We work closely with you in the comfort and relaxed atmosphere of your own home. This provides great flexibility to meet with you at your convenience whether daytime, evenings, or Saturdays in order to make the process fit your lifestyle and schedule.
 
Remember, no matter where you are in the Dave Ramsey Baby Steps, we're right here in the Elizabethtown, Kentucky area here to help you develop a plan to get out of debt, prepare for retirement and begin investing for your future.
 
Call Jeff at 270-735-2941 or emailjeff.thomas@lpl.com to get started today!
 
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Southwest Investment Advisors or LPL.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual

All investing involves risk including loss of principal. No strategy assures success or protects against loss.