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(480) 397-1184
Gilbert, Scottsdale

 

 

 

Arizona's Dave Ramsey Smartvestor Pro
- SHANNA TINGOM, AAMS®

Interview Questions:

These are the Shanna's responses to the "Big Five" questions that you need to be asking of your Smartvestor Pro. Click any of the linked questions below to read more from Shanna on these critial interview questions and her responses.

  1. What is your experience as an investing professional?
  2. How will you help me minimize risk in my investment portfolio?
  3. How will you help me understand why you recommend certain investments for my specific situation?
  4. How do I get paid? 
  5. What fees are associated with investing?


About Shanna Tingom


Learn More About Dave Ramsey

 

Smartvestor Pro: What it Means...

  • I agree to the SmartVestor Code of Conduct.
    I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.
  • I provide a refreshing twist on financial planning.
    I have the heart of a teacher, not the attitude of a salesman. I'm someone you can feel comfortable talking to and someone you can trust. We'll work together to create a plan to help you reach your goals.
  • I care about  your future.
    I'm more than "financial planner." I'm someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you're investing in and why, and encourage you to stick with your long-term goals.


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Located in Arizona's East Valley Region - GIlbert, AZ

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Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Heritage Financial Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, KS, NM, NV, WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site. As of 2017, Shanna has become a Smartvestor Pro in affiliation with author and renown financial advisor, Dave Ramsey.

Contact Info

Phone: 480 397-1184

Gilbert, AZ
Scottsdale, AZ

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IN GILBERT, AZ

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