Why Use A SmartVestor Pro?
SmartVestor Pros, like Joel Balam, provide advice just like Dave Ramsey does. I want to be a reliable partner in your financial life, someone you feel comfortable with and someone you can trust.
Since I am an independent financial professional, I am not bound toward any company or carrier. This means that I seek plans, strategies, and opportunities that are in your best interest. Additionally...
I Agree to the SmartVestor Code of Conduct
I believe everyone deserves access to customized, professional investing guidance.
I Provide a Refreshing Twist on Financial Planning
I have the heart of a teacher, not the attitude of a salesman. I'm someone you can feel comfortable talking to and someone you can value. We'll work together to create a plan to help you work towards your goals.
I Care About Your Future
I'm more than a "financial or investment advisor" - I'm someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you're investing in and why, and encourage you to stick with your long-term goals.
The SmartVestor program does not provide investment advice or try to match you with a pro based on your individual needs. And it does not evaluate pros’ investing skills or performance or provide training on investing matters.
It’s up to you to make sure you’re on the same page as your SmartVestor Pro about investing and to understand the performance of your investments.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com] to learn more.
