SmartVestor Pro – Barry Steelman, AIF®
Engage In Wealth is an independent investment advisory and financial planning firm which acts as a fiduciary advisor to our clients. We “custody” or maintain our client investment accounts at Charles Schwab Institutional or TD Ameritrade Institutional for safe keeping. We do everything with you in mind and take a fiduciary pledge to always put your interests above our own and to disclose any conflicts that should arise.
I am excited to be have been selected as a premier SmartVestor Pro in San Diego county and to be able to help clients change their financial lives for the better. As a firm we are committed to helping you attain financial peace and to help you work like a gazelle toward your goals.
Our business foundation is built upon the time-tested principals that Dave Ramsey follows. As you have listened and followed Dave’s advice, my goal is to help you implement the steps!His proven plan includes 7 Baby Steps:
As a SmartVestor Pro we specialize in the following:
- General financial and monetary coaching
- Investment Advice regarding your current investments
- Opening Roth, Traditional & Rollover IRA’s, Investment Brokerage Accts
- Ongoing investment funding and investment management
- Funding College accounts such as ESA’s and 529 plans
- Low-Cost Term Life Insurance
- Disability Income Protection Insurance
- Long-Term Care Insurance