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Who Is Money Methods?
Money Methods is an independent Registered Investment Advisor located in Amarillo, Texas.
For almost 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
70 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. A fiduciary standard of care is the highest known to law.
Money Methods is committed to educating their clients on a variety of financial topics in their training center located in their office building. Classes are typically ongoing, but due to COVID-19 all classes have been postponed until later in 2021 (hopefully).
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.
WHAT IS A SMARTVESTOR PRO?
As SmartVestor Pros (SVP), we are part of a team of honest and caring investment professionals that follow Dave Ramsey's philosophies. We believe the best way to build wealth and prepare for the future is to eliminate debt and focus on long-term investment.
WHY USE A SMARTVESTOR PRO?
We believe an honest and open approach is the best way to do business and connect with our clients. Our focus as SVPs is to educate our clients so they are more confident in making financial decisions. With the heart of a teacher and the desire to help our clients reach their financial objectives, we will walk you through each step of the process and help you stick to your goals.
WE WANT TO HELP YOU!
We are here to help you with any questions you have. We will cheer you on if you need that extra motivation to pay off debt. If education on how to reach your financial goals is what you are looking for, we will be there to coach you along the way.
We are happy to meet for a free consultation to evaluate how best to help you reach your investment goals. We will guide you through the steps of sound investment principles as you walk your financial journey. Let us inspire you to achieve your dreams!