Moss & Yantis, CPA

Dave Ramsey

SmartVestor Pro

Expert Guidance, Aligned with Your Goals

At Freedom Financial Planners, we are proud to be part of Dave Ramsey’s SmartVestor Pro program, which connects you with vetted investment professionals who share Dave Ramsey’s values of debt-free living and wealth-building. While SmartVestor Pros work for investment advisor or broker-dealer firms, and are not employed by or affiliated with Dave Ramsey, they are committed to providing the same trustworthy, transparent financial guidance. Our SmartVestor Pros offer personalized strategies tailored to your financial goals, helping you take control of your future with confidence.

Expert Guidance, Aligned with Your Goals

At Freedom Financial Planners, we are proud to be part of Dave Ramsey’s SmartVestor Pro program, which connects you with vetted investment professionals who share Dave Ramsey’s values of debt-free living and wealth-building. While SmartVestor Pros work for investment advisor or broker-dealer firms, and are not employed by or affiliated with Dave Ramsey, they are committed to providing the same trustworthy, transparent financial guidance. Our SmartVestor Pros offer personalized strategies tailored to your financial goals, helping you take control of your future with confidence.

Our Commitment to High Standards

SmartVestor Pros agree to a strict Code of Conduct, ensuring they act in your best interests. They must have at least two years of full-time experience as a registered investment professional and participate in ongoing sessions with a SmartVestor Coach to maintain high standards of customer service. Our team meets these qualifications to ensure you get the best guidance possible.

A black and white check mark in a circle on a white background.

Experienced, Ramsey-Trained Financial Professionals

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Expert Guidance Rooted in Proven Principles

A black and white check mark in a circle on a white background.

Trusted Fiduciary Advisors Working for You

A black and white check mark in a circle on a white background.

Step-by-Step Wealth-Building Strategies

A group of people are sitting at a table having a meeting.

Our Commitment to High Standards

SmartVestor Pros agree to a strict Code of Conduct, ensuring they act in your best interests. They must have at least two years of full-time experience as a registered investment professional and participate in ongoing sessions with a SmartVestor Coach to maintain high standards of customer service. Our team meets these qualifications to ensure you get the best guidance possible.

A black and white check mark in a circle on a white background.

Experienced, Ramsey-Trained Financial Professionals

A black and white check mark in a circle on a white background.

Step-by-Step Wealth-Building Strategies

A black and white check mark in a circle on a white background.

Trusted Fiduciary Advisors Working for You

A black and white check mark in a circle on a white background.

Expert Guidance Rooted in Proven Principles

A group of people are sitting at a table having a meeting.
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