Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
The SmartVestor program is a service that helps people connect with local investing professionals who have the heart of a teacher. We are committed to serving from a stewardship perspective, and there is no fee or obligation for your initial consultation.
Eric Maclean, ChFC®, CLU®, AIF® is an Investment Advisor Representative and your local SmartVestor™ Pro in University Place, Washington. Eric has been teaching the same common sense investing philosophies since the beginning.
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About Dave Ramsey & the SmartVestor™ Program
Known for his financial literacy programs, Dave Ramsey has helped thousands of families become debt free through his Financial Peace University classes. As part of this process, Dave creatd the SmartVestor program for families to receive investment advice from qualified professionals. SmartVestor™ Professionals go through an extensive application and vetting process before being considered. Upon completion, they sign a strict code of conduct to keep their own financial affairs in order, provide unbiased products and services, and give recommendations consistent with Dave Ramsey’s philosophies on debt, investing, and insurance.
Dave Ramsey and the SmartVestor™ program are not affiliated or sponsored by KMS Financial Services.
SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro.