RamseyTrusted SmartVestor Pro 

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 have been vetted by the RamseyTrusted team.

The SmartVestor Code of Conduct.

• Client-First Mentality
• Build wealth by investing for the long-term
• Fast, friendly service
• They have been carefully selected through an interview process to be a part of the RamseyTrusted 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?  RamseyTrusted SmartVestor Pros are chosen by the Ramsey team because they have the heart of a teacher and provide excellent customer service.

Paul Schrette is a SmartVestor Pro

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 the Ramsey Team's SmartVestor Pro program and would appreciate the opportunity to help you achieve your retirement goals.

Speak With Paul  

For more than 20 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 Ramsey Trusted 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.

Disclosure Statement
RamseyTrusted is Ramsey’s seal of approval in the marketplace—a symbol fans can look for to find service providers the Ramsey team endorses. As a SmartVestor Pro, I’m proud to be RamseyTrusted. That means I consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the RamseyTrusted shield isn’t an indicator of industry know-how. It’s a symbol that proves I’ve earned Ramsey’s trust by being missional, coachable and reliable. And speaking of trust—you should understand that I pay to promote my services as a SmartVestor Pro to receive clients.