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How Southwestern Investment Group Aligns with Dave Ramsey’s Values

At Southwestern Investment Group, we pride ourselves on maintaining strong partnerships. We partner with organizations that reflect our core beliefs, add value to our services, and allow us to provide our clients with more. When we say “more,” we mean it in several senses of the word. Southwestern Investment Group’s clients receive more guidance, more confidence, more stability, and more progress.

Partnering with Dave Ramsey’s SmartVestor program, we guide our clients to live a full life, with adequate savings and no debt. As part of the SmartVestor program for 17 years, Southwestern is motivated to see our clients succeed not only financially but in life.

What values do we share? We’ll explain a few of the ways we align with Dave Ramsey’s teachings.

1. We always put people first.

Our clients are our top priority 100% of the time, without exception. We understand the responsibility that comes with financial advising. Our influence can dramatically alter the course of our clients’ lives. So, we advise with their best interests in mind every step of the way.

Before we develop a strategy, Southwestern advisors fully understand the client’s needs. We learn about their priorities and long-term goals to create a plan in alignment with their ideal life. Our advisors are focused on making clients feel welcome, listened to, and cared for.

2. We teach and empower.

Finances don’t have to be complicated. We don’t use high-level jargon to intimidate clients or make them feel unequipped. Instead, we explain financial decisions in familiar terms to help clients feel empowered to take control over their financial future. Our advisors aren’t salesmen. We guide our clients’ choices based on a holistic strategy designed to achieve their goals.

3. We invest in the future. 

We want to see our clients succeed in the long term. Influenced by Dave Ramsey’s program, we work to prepare our clients for their future expenses. Significant milestones, like their children’s education or retirement, take careful planning. Our advisors’ investment philosophy works to provide the funding they’ll need to live the life of their dreams.

4. We eliminate debt.

Debt can make us feel like we are drowning. Even if the amounts aren’t severe, we still feel that slight nagging feeling that we aren’t where we should be. Unfortunately, our society promotes borrowing money in a way that encourages clients to be in a constant state of loss.

We understand how it happens. Many of our clients come to us with debt. But, by following Dave Ramsey’s strategies, we can teach them how to get out of debt and stay there. Our approach keeps clients ready for big purchases without feeling the need to borrow.

5. We help clients be positioned to give.

Our advisors are educated on the most advantageous ways to give. Charitable giving is a central focus for our firm, so we understand the proper methods for donation and how to maximize potential tax benefits.

6. We’re here for you.

We’re proud to be a part of Dave Ramsey’s SmartVestor program. Southwestern Investment Group’s process is built on this strong foundation of core beliefs, and we are grateful to be able to serve our clients with this program’s support.

Contact Southwestern Investment Group to learn more about how we put Dave Ramsey’s core values into practice. We walk you through our process to determine how we can improve your overall financial health.

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