Financial Serenity
Financial Serenity
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Why I Chose To Break Free from Ramsey SmartVestor Pro:  A New Chapter at Financial Serenity

10/10/2023 09:58 AM By Ian Powell

Hello, everyone!


I've got some big news to share today. As many of you know, I've been a proud Ramsey SmartVestor Pro for quite some time. While I'm grateful for the experience and the clients I've been able to serve through this platform, I've decided to make a shift in how I operate. 


Starting today, Financial Serenity is breaking free from Ramsey SmartVestor Pro leads, and I couldn't be more excited about what this means for the future of Financial Serenity, and how we serve clients. 

Why The Shift?

Let's get into it. I have two major reasons for making this move:

A Personalized Relationship Over Fast Dialing:

The SmartVestor Pro platform often creates a race among advisors to contact potential clients. I've always believed that a trusting relationship with your financial advisor is more valuable than speed dialing. Taking the time to know your goals, concerns, and aspirations is my priority. Your financial future deserves more than a rushed phone call.

Financial Independence for All Parties:

I was paying a substantial fee of $3,050 a month for leads from Ramsey's platform. Not only did I find these leads inconsistent, but it also made me dependent on another person's marketing. I'd rather invest those resources directly into services and technologies that benefit you.

How does this benefit you? 

My mission remains unchanged: to offer you the best financial advice for your situation. Going independent allows me to continue doing what I believe is best for my clients. It also allows me to introduce something special—direct ownership of the companies you invest in.

Direct Ownership: A Cheaper Way to Invest: 

By allowing you direct ownership, you can eliminate the extra layer of mutual fund fees. You're already paying an advisory fee, so why add more to it? With direct ownership, I can offer you a more affordable and transparent way to grow your investments.

Let's Build Financial Serenity, Together!

I'm committed to offering you unparalleled service and personalized advice. By breaking free, I can make sure that you're not just another name on a list but a valued client with individual needs and aspirations.


If you are ready to get started with a personal relationship with your advisor please schedule time with us below. If you would like to learn more, check out our Services and About Us Pages. Also, while you are at it you can lean how we are 100% Missional in our approach to serving you!


Feel free to reach out if you have any questions or concerns about this transition. Thank you for entrusting me with your financial journey. Here's to a new chapter of Financial Serenity!

Ready to Transform Your Financial Future? 

Unlock Your Financial Potential: 

Book Your Strategy Session Now—It's Free!

Ian Powell

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