Dave Ramsey ELP

dave-ramseyStevens is proud to be a Dave Ramsey Endorsed Local Provider. All three areas of our business—auto and home insurance, tax , and investments—have earned the endorsement.

Why Use A Dave Ramsey Endorsed Local Provider?

ELPs Earn Dave’s Endorsement, They Don’t Buy It
Being an ELP isn’t easy; it’s hard work because ELPs are held to a higher standard of excellence. While ELPs do pay a fee to cover program maintenance and employment costs, Dave’s endorsement is not bought-it’s earned.

ELPs Help You WIN!
With an ELP, you know for sure that you’re getting the same type of advice that Dave would give. You can trust ELPs because Dave has a 30-person team that works with every ELP to make sure they meet your standards and give you great advice. You can feel comfortable talking with an ELP because each and every one of them has the heart of a teacher.

ELPs Are Constantly Evaluated
Every ELP’s performance is evaluated monthly to make sure you get the best agent possible. Also, you have a chance to grade the ELP you use based on your personal experience through a survey provided by Dave.

Why use an investing professional?
A good investing pro is going to do more than pick your funds. They are going to fit your investments into your life, consider tax implications and changes in legislation and educate you so you’ll understand what you’re investing in and why. If you’re having a bad day and decide to pull all of your investments out, you can ruin 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 stick with your long-term goals.

Why use an independent insurance professional?
A shocking number of people overpay for car and home insurance without realizing it. An independent insurance professional works for you, not the insurance company. They are not limited to a single insurance company’s plans. Independent agents can search dozens of policies from many reputable companies. And best of all, it’s absolutely free to use an independent insurance professional!

Why use a tax professional?
Taxes and deductions are flat out confusing. Even Harvard graduates have trouble trying to figure out all the deductions they deserve. Taxes should not be a hobby that you dabble in once a year. Hiring a true tax professional such as a CPA or Enrolled Agent (EA) is a wise decision. These tax professionals spend hours each year gaining additional education on all the new and changing tax laws so they can effectively prepare your returns. Missing a large tax deduction is just too costly to your family to chance.

You can read more about the program here.

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