Formerly the "Endorsed Local Provider" program.
Dave Ramsey is a New York Times Best Selling author and a nationally recognized talk show host and TV personality.
SmartVestor Pros are financial advisors who follow Dave Ramsey's teaching and have been vetted by Dave and his team.
- They have been carefully selected through an interview process to be a part of the Dave Ramsey SmartVestor program.
- They affirm that eliminating debt and investing for the long-term is the ideal way to build wealth and prepare for retirement.
- They do not offer proprietary products and believe that long term financial success significantly depends on clients being educated and understanding their personal finances, investments, and overall financial plan.
- There are many financial professionals in our country, but who can you trust to give you sound advice? Dave Ramsey felt it was important to create a list of those that he trusts. SmartVestor Pros are chosen by Dave and his team because they have the heart of a teacher and provide excellent customer service.
- The SmartVestor Code of Conduct.
- Client-First Mentality
- Build wealth by investing for the long-term
- Fast, friendly service
Paul Schrette is a SmartVestor Pro
Rachel Cruze, Paul Schrette, Dave Ramsey
I've been selected as a SmartVestor Pro because I'm committed to helping you achieve your long-term investing goals. I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.
AT SCHRETTE AND LEE WEALTH MANAGEMENT;
Our first priority is helping you take care of yourself and your family.
The best way to move forward is to schedule a meeting or call with one of our team members. This is a no obligation meeting, and allows both parties to start a conversation and assess the situation. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Often a first meeting is getting together for coffee with a blank notepad. Building long-term relationships that encourage open and honest communication are the cornerstone of our foundation for success.
Our second priority is creating a plan based on your unique situation and risk tolerance.
Be it your future or a child's education, our planning and investment advice doesn't take on a cookie-cutter approach. We will take steps to work with you to create and implement your personalized plan and assist in making any necessary adjustments along the way. You will participate and be advised throughout the entire process as we help you build wealth and achieve your financial goals.
We consider it a privilege to be part of Dave Ramsey's SmartVestor Pro team and would appreciate the opportunity to help you achieve your retirement goals.
For more than 15 years Paul Schrette, a licensed financial advisor, has been successfully helping individuals and families in their quest to become debt-free and financially independent. With the changing economic and financial climate he has found that adding the SmartVestor Pro suite of services to his repertoire has been an invaluable tool in fulfilling his life's mission of serving as a guide for individuals and families on this journey.
Dave Ramsey, Chris Hogan, Chris Brown, or Rachel Cruse do not offer recommendations concerning investment firms nor the securities offered through Madison Avenue Securities. The recommendations do not extend to the investment advisory services offered by Paul Schrette or Joseph Lee through Schrette and Lee Wealth Management. Working with a financial advisor that is part of the SmartInvestor program cannot guarantee investment success or that financial goals will be achieved. Financial professionals that participate in this program may pay a fee for client leads that are provided. To the extent that the recommendations by those listed above are construed to be testimonials, please note that it may not be representative of the experience of all Schrette and Lee Wealth Management clients, or a guarantee of future performance or success.