Why should you use a SmartVestor Pro?

1

Qualified Professionals In Your Area

Not just anyone can become a SmartVestor Pro. We have been vetted by Dave Ramsey's team and we adhere to the SmartVestor Code of Conduct

2

Client-First Mentality

As a SmartVestor Pro, we are committed to educating and empowering you. We don’t just offer a single company’s investment choices; we are constantly evaluating the best investments to help you reach your goals.

3

Retire Inspired

We are committed to the long term. We know the baby steps work, and we will walk with you through each one of them. We'll teach you how to make smart decisions now to help you live your retirement dreams.

Luke Milholland, CFP®,ChFC®,CLU®

Luke is the founder of Vault Wealth Strategies and is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®). Vault Wealth Strategies is a Registered Investment Advisor, meaning we are Independent and don't have an agenda. Being Independent gives us the unique ability to not work on commission so we can give truly unbiased and conflict free advice. As a SmartVestor Pro, Luke and his team are committed to helping you understand every step of the investing process. Your SmartVestor plan will clearly show how your investments will help you achieve your goals, get started today!

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What makes Vault Wealth Strategies Different?

We believe the industry is broken, we're here to change that.

Industry Approach

  • BENCHMARKS & INDEXES ARE WHAT'S IMPORTANT
  • NEEDS ANALYSES ARE USED FOR SHOWING GAPS TO SELL PRODUCTS
  • CLIENTS SHOULD BE INVESTED IN PROPRIETARY PRODUCTS THAT PAY HIGH COMMISSIONS
  • BIG INSTITUTIONS AND THEIR REPRESENTATIVES HOLD THE KEYS TO YOUR FINANCIAL SECURITY

Our Approach

  • YOUR GOALS ARE THE ONLY BENCHMARKS THAT MATTER
  • YOUR FINANCIAL GAME PLAN SHOULD ENRICH YOUR LIFE TODAY, NOT JUST SOME ARBITRARY FUTURE AGE
  • YOUR WEALTH BUILDING STRATEGY SHOULD UNIQUELY SUPPORT YOUR GOALS, VALUES, & LIFE MISSION
  • YOU HOLD THE KEYS TO UNLEASH WEALTH AS A FORCE FOR GOOD IN THE WORLD

Resources

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© 2019 Vault Wealth Strategies, LLC. All Rights Reserved.
Vault Wealth Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Vault Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Vault Wealth Strategies, LLC unless a client service agreement is in place.
The SmartVestor Pro program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor Pro are affiliates of Vault Wealth Strategies, LLC