Our Membership with Dave Ramsey’s SmartVestor

As a member of SmartVestor Program, RWS Financial Group understands how to help you put Dave Ramsey’s principles to work in your own life. We help you with the Baby Steps, retirement planning, building wealth, and charitable planning.

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Start with a 10 minute no cost. no-obligation conversation to get started on your next baby step.

SmartVestor

What does it mean to be a Dave Ramsey SmartVestor Advisor?

SmartVestor Pros have a client-first mentality.

SmartVestor Pros focus on the long-term.

At our firm we truly care about your future.

We provide a refreshing approach on financial planning.

Dave Ramsey’s SmartVestor

Dave made the decision not to open his own investment firm, but to support local providers that adhere to his investing principles.  The SmartVestor program connects clients looking for investment advisors who have the heart of a teacher and provide independent investment advice.  To become a member of the SmartVestor Program, RWS Financial Group went through a vetting process to be listed in our local area.  He also adheres to a strict code of conduct to keep his own financial affairs in order, provide objective products and services.

Putting you on the path to financial freedom

Each of us is on an individual path through life. We don’t go down the same roads, we don’t see the same signposts, and oftentimes, we don’t have a clear direction. The same can be true with personal investment management. At RWS Financial Group, we can analyze your individual path and help you determine what is necessary to achieve your goals.

We match your investment management strategy with your situation and guide you throughout the process, making sure you are using all of the tools at your disposal and creating signposts for your financial health. Too often, in life and investing, what we are lacking is clear direction, which is why RWS Financial Group employs disciplined, yet flexible, goals-based portfolio strategies. If you are seeking guidance, RWS Financial Group can help!

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.

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