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    Home » Smart Vestor

    What does it mean to be a SmartVestor Pro?

    A SmartVestor Pro is recommended by Dave Ramsey and Ramsey Solutions to help you make the most of your financial situation by:

    Agreeing to the SmartVestor Code of Conduct
    Everyone deserves access to solid, professional investing guidance. Troy and Jessica earned their position as a SmartVestor Pro due to their experience in the industry and drive to help others.

    Creating a customized retirement plan
    Troy and Jessica will work together with you to create a purpose-based retirement plan that fits your needs and helps you reach your goals.

    Meeting higher standards
    A SmartVestor Pro is a held to a high standard through the program to ensure you're receiving the best possible guidance.

    Offering more options
    Instead of being restricted to one set of investment choices, Troy and Jessica have access to countless investment options--truly providing you with a personalized financial plan.

    About Oak Harvest Financial Group

    “The Retirement income show”

    Listen to our radio show hosted by Troy Sharpe at 6 p.m. every Saturday on 740 AM Newsradio 740KTRH.
    Listen to our Show

    Meet Our Founders

    Troy and Jessica Sharpe have built a team of experienced industry professionals to help you confidently navigate to and through retirement.
    Meet Our Team

    Events

    Join us for an upcoming educational event to better prepare for your financial future
    View Calendar
    Privacy Policy & Form ADV | Terms of Use

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Advisory services are provided through Oak Harvest Investment services, LLC a registered investment adviser. Insurance services are provided through Oak Harvest Insurance services, LLC an insurance agency.

    The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.