Dave Ramsey

Dave Ramsey is one of America’s most listened-to syndicated radio show hosts, a motivational speaker, a New York times Best Selling author, and personal finance expert. Craig Swan has been fortunate enough to be one of the Dave Ramsey SmartVestor Pro (formerly called ELP) for Colorado Springs.

Our focus is on helping our clients live their lives debt-free and financially independent. Additionally, we take very seriously Dave’s mantra of acting with the heart of a teacher, not the heart of a salesman. Dave developed the Baby Steps, which are core part of our teaching and beliefs.

Below are reasons why you should consider using an SmartVestor Pro-

What does it mean to be a SmartVestor Pro?

I agree to the SmartVestor Code of Conduct.

I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.
I provide a refreshing twist on financial planning.

I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals..
I care about your future.

I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

I was blessed to hang out with Dave Ramsey and Dr. John Delony at the Ramsey Headquarters!

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