Kennedy Financial Group is pleased to announce that we have been selected as a Dave Ramsey SmartVestor Pro. After a meticulous screening process and ongoing requirements, we are honored to have the privilege of being an SVP. We share Dave Ramsey’s financial principles, and have a true passion for educating and advising people in pursuing their financial goals.
The SmartVestor Pro program is a network of professionals who are held accountable by members of Dave’s team and customer experience reviews. In today’s world it has become increasingly complicated to find trustworthy and competent advisors and there are too many unfulfilled promises. The SVP program offers followers of Dave’s teachings to find an accomplished professional they can trust and who gives the same helpful advice that he provides on his show and in his classes.
Kennedy Financial is not employed by Dave Ramsey and his organization, nor do they specify what strategies we can recommend to clients. However we share a similar philosophy and we are extremely proud to have his endorsement. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated or sponsored by LPL Financial.
Tools Directly From Dave Ramsey
Everything think you need to get you started on the right track according to Dave Ramsey’s Financial Peace University.
Monthly Cash Flow Plan
This monthly budget will help you get started in only minutes. And Dave Ramsey’s recommended spending percentages are a great benchmark to help you figure out where you are and where you need to be
Quick Start Budget
Only one page, but it will show you how much money you need every month to cover necessities.
The teachings of Dave Ramsey and his Financial Peace University have changed the way we view finances and provide advice. We truly focus on big picture planning and look at our clients entire financial picture. This includes their behavior and attitudes toward money, along with their monthly budget, assets, liabilities and insurance. By taking a very in depth and personal approach, we feel that we can really get to know our clients and help them make smart financial decisions through timely education, effective communication, and a level of service beyond expectations.
Contact Us Today to Learn More
Interested in working with Brandon? Give us a call today. The first meeting is no cost- just an honest conversation about your experiences with money, your short and long term goals, and what’s currently in place.