Rick is pleased to be a part of Dave Ramsey's SmartVestor program because our beliefs about financial education and investing align with Dave's. We believe wholeheartedly in teaching our clients and, in fact, think it's vital to their success that they have a solid foundation of understanding about your investments and what to expect out of them.

What does it mean to be a SmartVestor Pro?

  • It means that you believe that everyone deserves access to solid, professional investing guidance. You earn a position as a SmartVestor Pro because of experience in the industry and a drive to help others.
  • It means you have the heart of a teacher, not the attitude of a salesman. That you are someone that others can feel comfortable talking to and someone they can trust.
  • It means that you fit investments to a client's life and help them understand what they're investing in and why, encouraging them to stick with long-term goals.

If you've found us through Dave Ramsey, we hope you'll give us the chance to talk and meet with you. If you're a fan of Dave's, we think we'll work well together.

 

 

 

 

 

 

Rick McCallister is a Dave Ramsey SmartVestor Pro provider (SVP). Working with an advisor that is part of the Dave Ramsey SmartVestor Pro (SVP) network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SVP will produce or achieve better results than working with an advisor not affiliated with the SVP program. Advisors that participate in this program pay a fee to belong to the program and receive client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with PlanMember Securities Corporation or McCallister Financial Group and is not sponsored or endorsed by PlanMember Securities Corporation.