The Smartvestor program was launched by Dave Ramsey to connect his listening community with financial planners and investment advisors who understand and live by the principles that Dave has taught for years related to disciplined financial habits and a balanced focus on accomplishing your financial and life goals.
Although the program's name has changed to Smartvestor as of August of 2016, 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 and committed to designing their future and accomplishing the goals that are most important to them. We are excited to be partners in that process and would 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.
Reach out to us today to arrange a phone call or in-office meeting to discuss your situation and determine how to move forward. You can also call me on my cell phone at 619-261-7600. There is no fee for that initial consultation. We look forward to helping anyway we can!
Jeff Boyd and your Phase Four Financial Solutions planning team