Dave Ramsey - SmartVestor Pro

 

 

 

        

 

SmartVestor Pro

          Kris Lamont, CFP®, AAMS®  | Financial Advisor

 

"I have thoroughly enjoyed my time as a SmartVestor Pro for the Northern Iowa region.  I get the opportunity to meet with Dave Ramsey fans of all ages, both men and women, from students to retirees, from people born in the Mason City area to people born overseas.  For some, I am the very first financial advisor that they have ever spoken with, which I see as a great honor.  For others, they are looking for a fresh start with a new advisor.  Everyone seems to have a very unique story that they are willing to share with me.  I do my best to put myself in their shoes, applying Dave's principles, and using ideas which best address their unique situation."

 

 

--Kris Lamont


LET US KNOW HOW WE CAN HELP YOU!

We are here to help.  If you have questions on budgeting, investments, insurance, or are looking for help understanding Dave Ramsey’s baby steps, we’d love to help.  If you need encouragement as you pay down your debt, we’d love to cheer you on!  Or, if you’re ready to take the next step into investing, we’re happy to help you get started.  Let us know how we can assist you in your journey towards financial freedom.

 

Setting up a free consultation with SmartVestor Pro Kris Lamont is the best way to get started.  He can guide you through foundational financial principles and can be your coach as you walk through each step of your financial journey.

 

You will find that having someone to guide you through a customized plan that works for you can be a huge inspiration to completing your financial goals!