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We are SmartVestor Pros

We are SmartVestor Pros

Here at Core Financial we have the heart of a teacher, not the attitude of a salesman.  Our goal is to create a relationship you can trust and feel comfortable asking questions.  We'll create a plan to help pursue your financial goals!

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the SmartVestor program is not affiliated with or endorsed by Cetera.

We care about your future!

We are more than "Financial Planners".  We fit your investments to your life, help you understand your what your investing and why, and encourage you to stick with your long-term goals.  We want to be your long-term financial relationship!

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