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Who Is Money Methods?
Money Methods is an independent Registered Investment Advisor located in Amarillo, Texas.
For 40 years, Money Methods has been helping families of the Texas Panhandle and beyond retire with confidence.
For Retirees, our customized income plans fully address the key areas of retirement planning: income planning,
legacy planning, tax-efficient planning, asset protection and growth strategies.
For those hoping to retire someday, we focus on coaching and wealth accumulation strategies that are backed by over
75 years of award winning academic research. We also are a local provider for the Dave Ramsey SmartVestor Program.
When it comes to investment advice, Money Methods chooses to operate as a fee-based Registered Investment Advisor, under a Fiduciary Standard of Care for its clients. That means we are legally bound to put your interest first.
Money Methods is committed to educating their clients on a variety of financial topics in their training center located in their office building.
As a Dave Ramsey SmartVestor Pro, Money Methods is committed to helping individuals and families become financially strong through Dave Ramsey’s principles. Serving as SmartVestor Pros is a useful tool in reaching our mission of guiding and empowering you towards a strong financial future through common sense education and sound advice.
We strive to make you feel secure about financial planning and your financial future. We will work together to help you create a plan to reach your long-term financial goals.