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Affiliations

Working with the best.

At Ramsey Financial, we've established strategic affiliations with trusted, highly qualified professionals.

 

These partnerships bring immense value to our business by providing access to expertise, resources, and industry insights that drive innovation and enhance the quality of our products/services

Smartvestor

We've teamed up with Dave Ramsey's SmartVestorPRO program. It's a platform that guides individuals who are familiar with Dave Ramsey and his financial principles towards reliable advisors who share similar goals and values.

 

Every advisor undergoes a comprehensive screening process and is required to complete ongoing training to ensure those connected will work with a trusted advisor.

 

This program is about connecting determined and disciplined individuals to trusted advisors that will unlock their financial potential, create lasting security, and live with purpose.

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Huffman Financial Group

The Huffman Financial Group is an independently owned wealth management and financial planning firm. Our partnership with the Huffman's entails connecting our clients with fiduciaries who specialize in portfolio optimization, risk mitigation, tax planning, and estate planning. They are family owned and operated by a father and son duo.

David Huffman Sr., founder of the Huffman Financial Group, has been providing investment advice and business for over 40 years. He is a Chartered Financial Consultant and Certified Life Underwriter. He holds his Series 62, 63, 24, and 26 Securities Registrations along with his Life, Health and Annuity licenses.

 

David Huffman Jr., is an Investment Advisory Representative with over 19 years of experience in the financial service industry. He specializes in wealth management and financial goal planning. Dave has obtained his CERTIFIED FINANCIAL PLANNER ™, chartered financial consultant, and chartered Retirement Planning Consultant designations. He holds his Series 7, 63, and Florida Life, Health and Annuity Licenses. 

Ramsey - Huffman Financial Group

CG Financial Group, LLC

CG Financial is an independently owned financial servicing firm that works with both consumers and indepdendent financial professionals. They specialize in retirement planning, insurance planning, small business planning, and educating consumers on the vast and growing financial industry. Our partnership with CG Financial entails access to top notch sales training, individualized case-design, advanced technology, and support from Charlie; which takes our business to the next level! 

 

Charlie Gipple, CFP®, CLU®, ChFC® is currently a financial columnist with Broker World; one of the foremost publications in the industry for life insurance, annuities and long-term care.

 

He has also created “The Retirement Academy”, which is an online training portal that educates financial professionals on practice management as well as retirement and insurance strategies. 

 

Charlie is a CERTIFIED FINANCIAL PLANNER™ Practitioner and has also earned the Chartered Life Underwriter® and Chartered Financial Consultant® designations and also holds the FINRA Series 66 (Investment Advisor representative) and Series 7 securities registrations*.

Ramsey - CG Financial LLC
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