Why work with a SmartVestor Pro?
Navigating the financial world can be scary and overwhelming at times. It’s a process that most shouldn’t attempt on their own. Working with a knowledgeable advisor who is experienced in the industry is crucial in making sure you stay on track with your goals. We work along side you to keep you focused but also to keep you properly allocated, in the right investment vehicles, and educated on the overall process.
If you are working through the Baby Steps and adhering to the program, then you need to work with an advisor who is trained and familiar with the Ramsey program. There are many ways to achieve your goals but you need to make sure you’re working with an advisor that is helping you through the program and not providing advice that may conflict with some of the Ramsey Core Principles.
Why work with us?
One of the core philosophies within the Ramsey programs is to have the heart of a teacher…to have the desire to help clients, educate them, and celebrate with them. We’ve held to that philosophy for decades. We’ve built our brand and relationships on working with Educators every day and helping them create a plan, implement that plan and celebrate into retirement. We love to work with and for our clients to help them with their finances…budgeting, debt management, planning, asset accumulation, retirement and wealth transfer. We take the time to make sure our clients understand the basics of what we are doing for them. And for the clients who like to dive deeper, we dive deeper with them. We genuinely enjoy educating our clients on investing and financial concepts.
Working with Educators over the years has helped us to become knowledgeable on pensions and the unique benefits and challenges that they provide. If you have access to a pension, we can help educate you on the nuances of how to maximize your benefits and how to coordinate your additional savings with it.
Need help with home and auto insurance? What about life insurance? Have you secured your long-term disability insurance or long-term care insurance yet? We have the ability to help you with all of these products that you need. We leverage the best carriers for the best rates for insurance tailored just for you and your family!
How can we help you?
Meet your local SmartVestor Pro
Chase Polly
Chase is an Investment Adviser Representative and Registered Representative with Lincoln Investment. He has his Series 6 and 65 and is licensed to sell life insurance and annuities. Chase was born in Alabama and graduated from Auburn University in 2007 with a B.S. in Economics. He started working in the industry with Horace Mann as a licensed producer in 2010. In 2014, he moved to Chambersburg, PA to manage the local Horace Mann agency and in 2016 he took over ownership of the agency. After 5 successful years, multiple Leadership qualifications, and multiple MDRT qualifications, he decided it was the right time to make the move to an independent agency and firm to better service our clients. Chase’s wife, Kelli, is an Elementary teacher in Chambersburg Area School District. In September of 2022, he and Kelli welcomed their daughter, Lux, to the world. In Chase’s free time, he enjoys outdoors. Whether it’s camping, hunting, fishing, or just working in the yard, he enjoys being outside. He is very active in his church, Grandpoint Shippensburg, as a leader and Develop team member. He also enjoys movies, video games and new technology. As an Auburn Alum, Chase is an avid Auburn football and basketball fan.
