SmartVestor Pro

Invest in Your Future
Keystone Financial has entered into a referral and advertising agreement with The Lampo Group, LLC d/b/a Ramsey Solutions™ (“RS” or “SmartVestor™”).SmartVestor™ is an advertising and referral service for investing professionals. Keystone Financial pays a flat fee of $3200.00 for advertising through SmartVestor, both online and locally. This advertising service may result in the introduction to or acquisition of clients. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by SmartVestor™ Pros. Please see our ADV 2A disclosure (https://adviserinfo.sec.gov/) or click  Learn More

In 2021 we contracted with Dave Ramsey’s SmartVestor advertising and referral program to obtain the SmartVestor Pro Status and have been assisting individuals who follow Dave Ramsey’s financial solutions to achieve their personal goals.

To become a SmartVestor Pro you must work for an investment adviser or broker-dealer firm unaffiliated with Dave Ramsey; with at least two years of experience as a registered investment professional; participate in ongoing coaching calls; and agree to their Code of Conduct.

Through this program, our goal is to educate and empower individuals so they can ultimately make the best financial decisions for their families. As fiduciaries, we take into consideration your family’s financial plan and ultimate goals in an effort to provide advice best suited for you.

What Needs Do You Have?

These are some of the ways a SmartVestor Pro can help:

Financial Planning

Get a whole-picture perspective of your financial goals and support for each step of the journey.

Investment Advice

Get clear on your options, ways to diversify your portfolio, and complex investing concepts.

Retirement Planning

Learn how to use a Roth IRA, 401(k), traditional IRA or other accounts to your advantage.

Wealth Management

Have a large nest egg? Get help to invest and protect it – and leave a legacy for those you care about.

College Savings Plans

Learn the ins and outs of college savings plans, like timing, eligible costs, investment options and taxes.

Estate Planning

Make a plan for your family’s future and the wishes you want carried out after you pass away.

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