He was selected for his deep commitment to helping clients achieve their long-term investing goals. Recommended by Dave Ramsey, SmartVestor helps people eliminate debt, build wealth, and gain financial peace of mind.
We can assist you with a variety of things including: Retirement Planning, Investment Selection, Asset Allocation Strategies, Estate Planning College Savings Plan, Tax Planning Strategies, and Insurance Planning.
SD Capital offers both fee-based relationship and/or commission products, depending on what is in the client’s best interest.
Our investment philosophy is a Strategic Asset Allocation approach with a mix of actively managed funds and Exchange Traded Funds (ETFs).
Each of our financial professionals have been working within the financial industry for over 15 years. For a listing of each of the financial professionals’ individual certifications and registrations please visit our about page where you can find information on each of our team members.
We hold our security industry licensure as well as registered with Financial Industry Regulatory Authority (FINRA).
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