What does it mean to be a SmartVestor Pro?


A SmartVestor Pro is recommended by Dave Ramsey and Ramsey Solutions to help you make the most of your financial situation by:

Agreeing to the SmartVestor Code of Conduct
Everyone deserves access to solid, professional investing guidance. Casey earned his position as a SmartVestor Pro due to his experience in the industry and drive to help others.
 
Creating a customized retirement plan
Casey and the Howard Bailey team will work together with you to create a purpose-based retirement plan that fits your needs and helps you reach your goals.
 
Meeting higher standards
A SmartVestor Pro is a held to a high standard through the program to ensure you're receiving the best possible guidance.
 
Offering more options
Instead of being restricted to one set of investment choices, Casey and the team have access to countless investment options--truly providing you with a personalized financial plan.

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Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.

*Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

The  trademarks “Purpose Based Retirement,” “The Purpose Based Retirement,” and “Howard Bailey Financial” are registered trademarks ofHoward Bailey Financial. All rights reserved.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Casey Weade at (260)482-9559 or caseyweade@howardbailey.com.

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