Broker Check

SmartVestor Pro: Douglas M. Heagren, CFP®

SmartVestor Pros Agree to the SmartVestor Code of Conduct.

We believe everyone deserves access to solid, professional investing guidance. We have earned our position as SmartVestor Pros because of our experience in the industry and our drive to help others.

SmartVestor Pros help you win

With an SmartVestor, you know for sure that you’re getting the same type of advice that Dave would give. You can trust SmartVestor Pros because Dave has a 20-person team that works with every SmartVestor Pro to make sure they meet your standards and give you great advice. You can feel comfortable talking with a SmartVestor Pro because each and every one of them has the heart of a teacher.

SmartVestor Pros are constantly evaluated

Every SmartVestor Pros performance is evaluated monthly to make sure you get the best agent possible. Also, you have a chance to grade the SmartVestor Pro you used based on your personal experience through a survey provided by Dave. The SmartVestor program is designed to help you make money and save money.

Why use an SmartVestor Pro investing professional?

A good investing pro is going to do more than pick your funds. They are going to fit your investments into your life, consider tax implications, changes in legislation and educate you so you’ll understand what you’re investing in and why. If you’re having a bad day and decide to pull all of your investments out, you can ruin the goals you’ve worked hard to achieve. Since buying high and selling low is a bad plan, an investing pro will remind you why you’re investing and encourage you to stick with your long-term goals.

Take the next step toward improving your financial well-being. Contact Us Today!