Investment Advising

You work hard for your money; make it work hard for you.

Are you:

  • Worried about having to rely on Social Security, especially given rising costs?
  • Wanting to invest for retirement, but don’t know where to start?
  • Wishing you understood your 401k options better?
  • Looking to save for non-retirement goals?
  • Unsure what to do with your retirement plan from a previous employer?
  • Disappointed in your retirement growth?
  • If yes to any of these, you’re in the right place!



At Confidence Financial, we focus on helping you invest for your future. Whether it’s help with a current or old employer sponsored retirement plan like a 401k, an individual retirement plan, or other investing goals, we can help! We participate in Dave Ramsey’s Smartvestor Pro program, and we focus on growth-oriented investment strategies as recommended by Dave. We focus on long-term growth (5 years or more), but we do have some options for shorter-term investing if needed. If you are focused on growing your wealth, reach out today!

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What sets us apart?

  • Growth-oriented – We aim to improve the return on your investments
  • No account minimums – Start with $5 or $5 million.
  • Twice/year meetings to answer any questions you have and make sure your investments are performing according to plan.
  • Investment Education – You should know what’s going on with your investments, and why you’re invested the way you are.
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Overview of the process to get started

  • Schedule a 15-minute phone call by filling out the “Contact Us” form. The purpose of this call is for me to understand what you’re looking for in an advisor and get an overview of your financial goals
  • From there, we’ll schedule a 60-90 minute in-person or Zoom call to unpack your situation a little more and start to flesh out a roadmap for achieving your financial goals.
  • We’ll meet as frequently as it takes for you to feel more confident and comfortable with your investing decisions