Family Tree Financial is blessed to have multiple Ramsey SmartVestor Pros including Chris Eggleston and Stephen Schultz. Our financial advisors and staff are mentored to serving our clients with the “heart of a teacher.” Since 2009, when Chris Eggleston joined the Dave Ramsey advisor program as an ELP (Endorsed Local Provider), both the Ramsey name and our business have changed for the better. The individuals and families that join our firm through the SmartVestor program are guided through a tailored process towards financial freedom.
We are proud of our relationship with the Dave Ramsey organization. It provides us the opportunity to fulfill our mission, serving as many people as possible with exceptional financial advice and guidance. We not only talk the talk but walk the walk personally following the 7 Baby Steps and mottos that many of us hear across the airwaves and other media outlets.
Whether you have questions about retirement, reducing taxes, planning an exit from your business, or how to organize an estate plan, we’ll meet you where you are in your financial journey. We start by listening, explaining everything in full transparency, and offering personalized guidance, always treating you like family.
No pressure. Just clear answers and next steps. Schedule your free consultation or send us a question in the form below, and we’ll point you in the right direction.
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When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided by these sites.
When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided by these sites.
