SmartVestor Pro

Brent Shimman, Frank Dobnikar, and Jacob Sansom are three SmartVestor Pros from the Northern Ohio region, covering the Toledo, Cleveland, Findlay, and Lima surrounding areas. SmartVestor is recommended by Dave Ramsey.

 

Why Use A SmartVestor Pro?

  • We want to be someone you feel comfortable talking to and a person you can trust.
  • We give great customer service and are easy to understand. We have the heart of a teacher and provide top-notch customer service. No one likes to be talked down to or feel like they don’t matter.
  • We will 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. Since buying high and selling low is a bad plan, we will remind you why you’re investing and encourage you to stick with your long-term goals.
  • It’s best to take your finances to an independent financial advisor – we work for you not the investing companies. We are not limited to a single company’s products or plans, but can search dozens of policies from many reputable companies to fit your personal situation and financial goals.

  

Financial Peace University

Most people struggle to make ends meet. They just have too much month left at the end of the money. If you have made the mistakes and feel like your money vanishes each month, you are not alone. In fact, 70% of Americans live paycheck to paycheck.

Financial Peace University is designed to teach you and your family how to get out of debt, stay out of debt, and build wealth. You’ll meet with your class each week to watch a video lesson and have a discussion with an accountability group to change your attitude about money.

During this 9- week life-changing class, you will learn how to: get control of your money (follow baby steps, put together a budget, and set financial goals), stop struggling to make ends meet (save an emergency fund, eliminate financial stress, and invest for you future), tell your money what to do (know what insurance to buy, get deals on purchases, buy/sell a home, plan for retirement) and change your family’s future (utilize a good money plan, unlock power of giving).

Please, feel free to call the office if you’re interested in taking a Financial Peace class, or would like to know more information.