Not just anyone can become a SmartVestor Pro. We have been vetted by Dave Ramsey's team and we adhere to the SmartVestor Code of Conduct
As a SmartVestor Pro, we are committed to educating and empowering you. We don’t just offer a single company’s investment choices; we are constantly evaluating the best investments to help you reach your goals.
We are committed to the long term. We know the baby steps work, and we will walk with you through each one of them. We'll teach you how to make smart decisions now to help you live your retirement dreams.
Luke is the founder of Vault Wealth Strategies and is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®). Vault Wealth Strategies is a Registered Investment Advisor, meaning we are Independent and don't have an agenda. Being Independent gives us the unique ability to not work on commission so we can give truly unbiased and conflict free advice. As a SmartVestor Pro, Luke and his team are committed to helping you understand every step of the investing process. Your SmartVestor plan will clearly show how your investments will help you achieve your goals, get started today!
Whether you’re just out of college or you feel like you should be saving for your kids college, we can help. Google causes lots of information overload, so we’ll help you understand what matters most so you can make the right moves.
We understand the challenge of keeping your personal finances separate from your business. Your time is valuable, you deserve to spend it building your business and the life you dreamed of. Not losing sleep wondering if you’re on track.
Healthcare, Equine, Attorneys, Engineers, IT, and more! A healthy income doesn’t automatically equate to financial freedom. We’ll help you turn a good earned income into passive & portfolio income so one day work can be optional.
You’ve worked hard and deserve to retire confidently. You shouldn’t have to worry about inflation or market dips. From Social Security to Medicare, we’ve got you covered. Know you're invested right and your finances are optimized.
