Services
FINANCIAL ADIVSORY

Choosing a financial advisor is one of the most important financial decisions you’ll ever make. Choose right and you will have a partnership that challenges you and guides you to and through financial freedom.

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What most people don’t realize is that simply choosing a local financial advisor doesn’t ensure quality results. When it boils down to performance, which may I add is what matters, none of these local “experts” can consistently achieve better returns than their peers. When you choose CloudVestors, your planning team builds you a personal investment strategy that includes collaboration with some of the largest, most respected investment firms in the U.S. That’s how we can bring you a well-diversified investment experience.

So how does the process work? Your initial consultation with CloudVestors will be a phone interview. If we agree to work together, our team will analyze your financial and personal data. We’ll then have a virtual meeting with you to gather more information and provide our initial thoughts on investments, retirement, etc. We’ll then present your personalized plan and a proposal to you in another virtual meeting. Upon approval, we will execute the plan and you’ll be on your way to a brighter financial future.

We invite you to learn more about CloudVestors including our Active Money Management process, Financial Planning services and Cutting-edge Technology – as well as our relationship with renowned financial authority Dave Ramsey.

Smart Vestors

Recommended by Dave Ramsey

The CloudVestors team is proud to be recommended by Dave Ramsey. As an accomplished radio host, author and businessman, Dave has earned a reputation as “America’s voice on money.” Our team believes in Dave’s proven approach to personal finance and investing. In order to be recommended, CloudVestors was thoroughly vetted by the Ramsey Solutions team – so you can rest assured that we are a reliable, successful investment firm that you can trust. And as an official SmartVestor Pro, CloudVestors continues building strong relationships with clients through the SmartVestor technology that Dave Ramsey has been utilizing for years.

Management

Active Money Management

Utilizing active money management, CloudVestors is able to manage your assets in a better, more effective way that most of our competitors can’t match. Think about it this way: if you choose to work with a local financial advisor – or even with a huge, nationwide firm – you will essentially be trusting one person to manage your money. With CloudVestors, you benefit from the power of partnership because we collaborate with many of the biggest, most successful investment firms in the U.S. This allows us to diversify our approach to the market and find the most effective investments for your needs. By partnering with many of the leading money managers in the industry, we provide you with a world-class experience at a fraction of the fees charged by big investment firms.
Planning

Financial Planning

Our team is dedicated to truly getting to know you – because we understand that you need a financial plan that is built around YOUR life. Even though we are a virtual firm, we provide you with the same kind of personalized service as the advisor next door. We will analyze your overall financial picture, goals, risks, returns, interest rates, taxes and more – then develop a personalized plan for you. This may include everything from tax planning to income, retirement, Social Security, Medicare, estate planning and more. Once we develop a plan, we will educate you on your current financial state, where you want to go in the future and the best way to get there. And you can rest assured that your advisory team will be with you every step of the way should you have questions or need assistance.
Technology

Cutting-Edge Technology

While we take pride in using the most advanced technology in the industry, it’s just as important for you to know that we make this technology simple for you to use. Our technology and software is easy to access and very user friendly. You’ll be able to access your own reporting, view aggregate data, examine the performance of your investments, run your own projections and more. It’s financial planning that is completely transparent and literally at your fingertips – 24/7 – every day of the year. And as always, we provide the personal touch from team members who are available to help you with any questions or concerns.