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What is a SmartVestor PRo?

What is a SmartVestor PRo?

A SmartVestor Pro is a registered financial professional who can help you with financial planning, investment advice, retirement planning, wealth management, college savings plans, estate planning, and more. They believe in Dave Ramsey's 7 Baby Steps and agree to the SmartVestor Code of Conduct. SmartVestor Pros are not employed by Ramsey Solutions but do participate in ongoing coaching by Ramsey to ensure high customer service standards.

Leisner Wealth's Investment Philosophy

We have a coaching mindset. Our philosophy is to ensure that each and every person we speak with thoroughly understands their financial situation and that we act as a coach, guiding you and teaching you throughout your financial journey. We have a servant's heart and are here to help you. We understand that everyone's situation is different and we tailor each financial plan to help meet your goals, needs, and comfort level.

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How are we Different?

How are we Different?

Leisner Wealth has a 7 step Comprehensive Financial Planning Process that complements Dave Ramsey's 7 Baby Steps to Financial Peace.

Because of the strict rules set in place by FINRA and the SEC, financial professionals have to follow stringent standards that make differentiators hard to come by. The truth is, what really matters is who you connect with.

Your financial advisor should be someone who you get along with and who you can trust. Finances are personal and can be complicated, so you need someone to educate you and put your best interests at heart. The only way to find out if we're the right fit is to schedule a meeting.

How SmartVestor Pros GEt Paid

Planning Fee

Leisner Wealth has three comprehensive financial planning packages. During your first meeting with us, we will discuss the flat rate fees and all that they include to ensure you understand what we can do for you.

Commission Percentage

Leisner Wealth offers investment management services where a percentage of the total assets under management are paid to the financial professional. These will be discussed during the first meeting.

Keeping Track of Performance

Leisner Wealth utilizes two tools to help clients keep track of their investment performance.

  • Account View is LPL Financial's tool for viewing balances and reviewing transactions.
  • RightCapital is a modern financial planning software with interactive planning capabilities, straightforward graphs and charts, budgeting tools, and more.

SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions.  SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest.  Please visit SmartVestor investing professionals | RamseySolutions.com to learn more.