Resources

Dave Ramsey

David L. "Dave" Ramsey III is an American financial author, radio hosttelevision personality, and motivational speaker. His show and writings strongly focus on encouraging people to get out of debt.

Two of our Financial Planners, Shawn P. McLaughlin and Jeffrey L. Haxton, have been Dave’s ELPs (Endorsed Local Providers) and currently serve in the Dave Ramsey Smartvestor program for Investing in the Western New York area. Shawn has been Dave’s ELP for over 8 years and Jeff has been involved for just under 5 years.

Dave’s Philosophy is best summed up in his “Baby Steps” approach.

The baby steps are meant to be followed in order and it is to be understood that you do not progress to the next step until the previous step has been completed.  Steps 4, 5 and 6 are to be done simultaneously.

We are prepared to assist you with Retirement Planning, College planning and Life Insurance.


Discuss your investment needs with us today.

Call us at 716-674-6700 or send us an email