We're glad that you have found us as part of Dave Ramsey's SmartVestor program! It was launched by Dave to connect his community with financial planners who understand & live by the principles that he has taught for years to help people accomplish their financial & life goals.
I have been associated with Dave as the original local investment professional here in San Diego since 2004. That relationship has allowed us to work with an amazing group of clients who are excited about & committed to designing their future & accomplishing their most important goals . We're excited to be partners in that process & welcome the opportunity to assist you in those same areas.
Please review the rest of our site to get a feel for the services we provide for our clients, then reach out to us today to arrange a phone call or in-office meeting to discuss your situation & determine how to move forward. You can also call or text me on my cell phone at 619-261-7600. There is no fee for an initial consultation. We look forward to helping anyway we can!
Jeff Boyd & your Phase Four Financial Solutions planning team