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Welcome to Baby Step #4!

Congratulations on all of your hard work completing the first three steps of the Dave Ramsey program! We are excited to be part of your next step, investing 15% of your income for retirement. 

Meet your SmartVestor Pro, Sean Bennett

Meet your SmartVestor Pro, Sean Bennett

Sean Bennett

Financial Advisor and Associate Vice President



As a Financial Advisor, Sean became an expert in listening to a financial problem, and finding a wide variety of investment solutions, even ones you may not have heard about. Sean is a SmartVestor Professional with the Dave Ramsey...

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Social Security

Have you checked your benefit? Log into the Social Security website to find out your benefit for early retirement, full retirement, and age 70.  

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Questions to Ask Your Financial Advisor 

Not sure what questions to ask me during our first meeting? Click below to read Dave's recommended questions. 

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Ramsey Investment and Retirement Calculator 

We'll help you create a financial plan but use this quick calculator to get an estimate of what you need for retirement.