Barry Steelman, AIF® SmartVestor Pro San Diego

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:

1. Save $1,000 to start an emergency fund

2. Pay off all debt but your home

3. Save 3 to 6 months of expenses

4. Invest 15% of your income into retirement

5. Save for your kids’ college education

6. Pay off your home mortgage early

7. Build wealth and give generously

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

Does my portfolio fit me?

SMARTVESTOR PROS EMBRACE THE SMARTVESTOR CODE OF CONDUCT.

SMARTVESTOR PROS EMBRACE THE SMARTVESTOR CODE OF CONDUCT.

We believe everyone deserves access to solid, professional planning and investing guidance. We have earned our position as SmartVestor Pros because of our experience in the industry and our drive to educate and help others.

WHY USE A SMARTVESTOR PRO INVESTING PROFESSIONAL?

WHY USE A SMARTVESTOR PRO INVESTING PROFESSIONAL?

A good financial advisor is going to do more than make investment picks. They are going to fit your investments into your life, consider tax implications, and educate you so you’ll understand what you’re investing in and why. If you let your emotions get involved you can negatively effect the goals you’ve worked hard to achieve. Since buying high and selling low is a bad plan, an investing pro will remind you why you’re investing and encourage you to stay the course and stick with your long-term goals.

SMARTVESTOR PROS ARE CONSTANTLY EVALUATED

SMARTVESTOR PROS ARE CONSTANTLY EVALUATED

Every SmartVestor Pros performance is evaluated monthly to make sure you get the best agent possible. You also have a chance to grade the SmartVestor Pro you used based on your personal experience through a survey provided by Dave. The SmartVestor program is designed to help you be successful working toward your goals.

SMARTVESTOR PROS HELP YOU WIN

SMARTVESTOR PROS HELP YOU WIN

With a SmartVestor, you know for sure that you’re getting the same type of advice that Dave would give. You can trust SmartVestor Pros because Dave has a team that works directly with every SmartVestor Pro to make sure they meet your standards and give you great advice. You can feel comfortable talking with a Engage In Wealth because we have the heart of a teacher.