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 a broad range of investment options -- truly providing you with a personalized financial plan.


Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Howard Bailey Financial, Inc.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Give us a call at (866) 482-9559

Or email us at info@howardbailey.com.