Broker Check

Dave Ramsey SmartVestor Pro

Ron Rogers and his team at  Freedom for Living are proud to be the Dave Ramsey SmartVestor Pros for Investing for Colorado, Pennsylvania and New Jersey. 

The Dave Ramsey organization strives to connect their followers with professionals they can trust. Chosen providers are held to the highest standards of excellence and must have the heart of a teacher and always put the client's needs first. Ron Rogers, Anne Blaine and Kyle Wolf do all of this and more.

In order to become a SmartVestor Pro, you need to share the same philosophy as Dave. Dave believes that SmartVestor Pro's need to be forthright and honest and share a similar investment attitude. SmartVestor Pros go through rigorous interviews and are continuously evaluated to ensure they maintain an exceptional level of professionalism.

As a Dave Ramsey SmartVestor Pro, Ron and his team are held accountable by members of Dave's team and by customer reviews. In today's world, it has become increasingly complicated to find trustworthy and competent financial professionals, realtors, insurance agents or tax services. There are too many unfulfilled promises. Dave wanted his fans and others to be able to find an accomplished professional they can trust, a professional who gives helpful advice in line with which Dave provides on his show.

Why use a SmartVestor Pro? 

  • We have been vetted by the Ramsey organization to help you.

  • SmartVestor Pros agree to the SmartVestor Code of Conduct.
    • We believe everyone deserves access to solid, professional investing guidance.
    • We have earned our position as a SmartVestor Pro because of our experience in the industry and our drive to help others.

  • SmartVestor Pros help you win.
    • With a SmartVestor Pro, you know for sure you're getting the same type of advice that Dave would give you.
    • You can trust SmartVestor Pros because Dave has a 20-person team that works with every SmartVestor Pro to make sure they meet your standard and give you great advice.
    • You can feel comfortable talking with a SmartVestor Pro because each and every one of us have the heart of a teacher.

  • SmartVestor Pros are constantly evaluated.
    • Every SmartVestor Pros performance is evaluated monthly to make sure you get the best professional possible.
    • You also get a chance to grade your SmartVestor Pro (us) based on your personal experience through a survey provided by the Ramsey organization.
    • The SmartVestor program is designed to help you make money and save money.

  • Why use a SmartVestor Pro investing professional?
    • We are going to do more than pick your funds. We are going to fit your investments into your life, consider tax implications, changes in legislation and educate you so you'll understand what you're investing in and why.
    • If you're having a bad day and decide to pull all of your investments out, you can ruin the goals you've worked hard to achieve. Since buying high and selling low is a bad plan, we will remind you why you're investing and encourage you to stick to your long-term goals.

Being a SmartVestor Pro, and an independent agent with Cambridge Investment Research, Inc. has enabled  Freedom for Living to further assist families in attaining financial freedom.

The bottom line: Freedom for Living helps to provide our clients with the products and services available to breathe new faith into your finances!