SmartVestor Pro
Brent
Shimman and Frank Dobnikar are two SmartVestor Pros from the Northern
Ohio region, covering the Toledo, Cleveland, and Ashtabula surrounding
areas.
They were selected because of their commitment to helping others achieve their long-term investing goals. SmartVestor is recommended by Dave Ramsey. Read the Frequently Asked Questions section to learn more about SmartVestor and how to get started.
Frequently Asked Questions
- SDC offers both fee-based relationship and/or commission products, depending on what is in the client’s best interest.
- Our investment philosophy is a Strategic Asset Allocation approach with a mix of actively managed funds and Exchange Traded Funds (ETFs).
- Each of our financial professionals have been working within the financial industry for over 15 years. For a listing of each of the financial professionals’ individual certifications and registrations please visit our ABOUT page where you can find information on each of our team members.
- We hold our security industry licensure as well as registered with Financial Industry Regulatory Authority (FINRA).
- We can assist you with a variety of things including: Retirement Planning, Investment Selection, Asset Allocation Strategies, Estate Planning College Savings Plan, Tax Planning Strategies, and Insurance Planning.