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What does it mean to be a SmartVestor Pro?

Dave Ramsey is America's trusted voice on money and business. His books and broadcasts advocate a disciplined approach to personal and household finance.

Horizon Financial, under Henry's leadership, has become recommended by Dave Ramsey and the Ramsey Solutions organization as a SmartVestor Pro. With over twenty years of industry experience, the entire advisory team at Horizon is eager to help investors at every stage of their journey.

What does it mean to be a SmartVestor Pro?

We are committed to following the SmartVestor Pro principles:

We 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.

We provide a refreshing twist on financial planning.  We have the heart of teachers, not the attitudes of a salesmen. Our goal is to make you feel comfortable talking to us so you can trust the advice we provide. We’ll work together to create a plan to help you pursue your goals.

We care about your future.  We’re more than a “financial planners”— you can share your dreams and fears with us. We’ll 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.

*Working with an advisor within the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved.  There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program.  Advisors pay a fee to belong to the SmartVestor Pro program.  Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with SagePoint Financial, Inc. and is not sponsored or endorsed by SagePoint Financial, Inc..  

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