For the better part of ten years, Ronnie has been a Dave Ramsey SmartVestor Pro. With offices in High Point and Cornelius, Ronnie's team covers both the Triad as well as North Charlotte and surrounding areas. Through the years his philosophy has not changed since he began as a financial professional in 1988. Our team always serves our clients as though they came from Dave Ramsey.
We would like to be part of your Dave Ramsey Journey; regardless of which Baby Step you are on!
In order to better serve the fans of Dave Ramsey we have two convenient locations. Ronnie Gillikin is the branch manager in the High Point office while his teammate, Brian Spencer, is the branch manager in the Cornelius office.
In addition, our clients benefit from MyCapitalChoice Tools which provide education and are in alignment with Dave Ramsey's financial principles.
As part of this process, together we will discover things such as term life insurance needs, a plan to get out of debt, and if needed, budgeting tools.
Ronnie is leader in term life insurance production and has never sold a whole or universal life insurance policy. EVER. We believe in buying term and investing the difference.
During your free initial consultation, you can expect to receive education on mutual funds, The Rule of 72, Compound Interest, The Time Value of Money, and more. We will also cover fees, commissions, and how they affect your portfolio. We feel you should be fully aware of your options and how you pay your advisor. We provide all the information needed so that you can make your own educated decision. When needed, we also provide a complementary and comprehensive MoneyGuidePro plan. This will be your own personalized plan, based on your real numbers and goals.
While we do prefer meeting in person, we also accommodate phone or Zoom meetings.
"We educate people about finances so they can make informed decisions on their journey toward financial peace."
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