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Disclosures

Disclosures

Investment advice offered through Smart Steps Wealth Management, a Missouri-registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Content contained herein is for informational purposes only and is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal.  Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness. No advice may be rendered by Smart Steps Wealth Management, LLC unless a client service agreement is in place.

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Smart Steps Wealth Management, LLC is an investment advisor registered with the State of Missouri. See our full disclosure here.​

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*What are the requirements to become a SmartVestor Pro? To join the SmartVestor program, the pros must work for investment advisors or broker-dealer firms that are not affiliated with Ramsey; have at least two years of experience as a registered investing professional; understand Dave Ramsey’s 7 Baby Steps and agree to our Code of Conduct; and participate in ongoing coaching with us to help maintain our high standards of customer service.

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Smart Steps Wealth Management, LLC is not an affiliate of Ramsey Solutions. Ramsey Solutions is not affiliated with any SmartVestor Pros and neither Ramsey Solutions nor any of its representatives are authorized to provide investment advice on behalf of a SmartVestor Pro or to act for or bind a SmartVestor Pro. Each SmartVestor Pro has entered into an agreement with Ramsey Solutions under which the Pro pays Ramsey Solutions a combination of fees. The fees paid by the Pros to Ramsey Solutions are paid irrespective of whether you become a client of a Pro and are not passed along to you. However, the presence of these arrangements may affect a SmartVestor Pro’s willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by Ramsey Solutions through the SmartVestor program. Please ask your SmartVestor Pro for more information about their fees.
 

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