Serving As Your SmartVestor Pro

Louis Falvo, CIMA® CDFA® serves as your SmartVestor Pro in the Mount Pleasant, SC Area. Lou is committed to educating and empowering you!

Dave Ramsey's 7 Baby Steps include:&#160;<br/>

Dave Ramsey's 7 Baby Steps include: 

- Save $1000 as a starter Emergency Fund

- Pay off debt using the Debt Snowball method

- Finish the Emergency Fund: save to cover 3-6 months of expenses

- Invest 15% of income for retirement

- Save for college

- Pay off your mortgage

- Build wealth and give

Louis Falvo, CIMA® CDFA® is the Founder and CEO of Cross Roads Investment Management, a comprehensive wealth planning firm. Book your complimentary appointment with Lou by filling out the form below!

Fill out the form below to set up a complientary appointment with Louis Falvo, CIMA® CDFA®:

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The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Cross Roads Investment Management or LPL.