We take this information to diagnose a plan of action. Your unique plan will dictate the investments chosen.
Along the way, we educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate planning, taxes, and wealth preservation.
Adam Harding is a Dave Ramsey SmartVestor™ Pro.
We're committed to aligning ourselves with the best financial minds in the industry and, for decades, Dave Ramsey has embodied financial sensibility and straightforward principles for building and maintaining wealth.
As an approved SmartVestor™ Pro, Dave's team has ensured that our philosophy is aligned with his.