Jasen and Jesse both are SmartVestor pros through the Dave Ramsey program. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and affirm to the SmartVestor Code of Conduct. As SmartVestor Pros, we believe everyone deserves access to solid, professional investing guidance. We have earned our position as a SmartVestor Pros because of our experience in the industry and our drive to help others.
We believe everyone deserves access to solid, professional investing guidance. We have earned our position as a SmartVestor Pro because of our experience in the industry and our drive to help others.
We have the heart of a teacher, not the attitude of a salesman. We are people you can feel comfortable talking to and that you can trust. We will work together to create a plan to help you reach your goals.
We are more than “financial planners” — We are people you can relate to and share your dreams with. We fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
SmartVestor™ is an advertising and referral service for investment professionals operated by The Lampo Group, LLC d/b/a Ramsey Solutions ("Ramsey Solutions"). When you provide your contact information through the SmartVestor site, Ramsey Solutions will introduce you to up to five (5) investment professionals ("Pros") that cover your geographic area. Ramsey Solutions is a paid, non-client promoter of Pros. Each Pro has entered into an agreement with Ramsey Solutions under which the Pro pays Ramsey Solutions compensation for participating in the SmartVestor program, resulting in a material conflict of interest. Due to the compensation received by Ramsey Solutions, it has a financial incentive to introduce you to Pros, including an incentive to present certain Pros that offer their services on a national basis ("National Pros") more often than other National Pros that pay lower fees.
Ramsey Solutions is compensated through a combination of fees, consisting of a flat monthly membership fee and a flat monthly territory fee to advertise the Pro’s services through SmartVestor and to receive client referrals from interested consumers who are located in Pro’s geographic area. Each Pro may also, if applicable, pay Ramsey Solutions a one-time training fee. The fees paid by the Pros to Ramsey Solutions are paid irrespective of whether you become a client of a Pro and are not passed along to you. However, you should understand that all of the Pros that are available through SmartVestor pay Ramsey Solutions fees to participate in the program. Further, the amount of compensation each Pro pays to Ramsey Solutions will vary based on certain factors, including whether the Pros participate in training and choose to advertise in local or national markets. Please refer to the profile for each Pro for important disclosures about the fees they pay to Ramsey Solutions.
For specific Information regarding our relationship and compensation to Ramsey Solutions, please see our disclosures page.
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SmartVestor is recommended by:
Dave Ramsey, Chris Hogan, Chris Brown, and Rachel Cruze
Jasen Haller and Jesse Haller are SmartVestors for Investing.
Copyright © 2024 Compass Financial Group - All Rights Reserved.
Compass Financial Group, INC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities product or service. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Investment advisory services are offered through Compass Financial Group, INC. Insurance products and services are offered separately through individual licensed and appointed agents. Ramsey Solutions is a paid, non-client promoter of SmartVestor Pros. Ramsey Solutions is not an investment advisor. For more about our relationship and how our payments create a material conflict of interest, see our SmartVestor Disclosures via the link below.
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