INVESTMENT MANAGEMENT
Investment management services are offered with a fee charged as a percent of the assets under management. All assets are held in your name with a custodian in one or more accounts. Brett R. Smith CPA Wealth Management, LLC has no custody of your assets, only authority to make trades in your account.
Our assets under management service has many benefits for you including the following:
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Continuous professional management of your portfolio; |
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Comprehensive quarterly portfolio performance reports that reflect your investment returns; |
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Use of no-load mutual funds with lower costs as well as stocks and bonds; |
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Access to mutual funds that are otherwise closed to new investors; |
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Consolidation of your accounts to a single low-cost custodian with low fees; |
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Unlimited meetings in person or over the phone to discuss your portfolio. |
We manage your wealth so you can manage your life.
FINANCIAL PLANNING
Our financial planning services help you identify, establish and implement a plan for your future financial security and independence. Our services are focused on developing sound financial strategies that allow you the opportunity to achieve your financial goals.
Financial planning services are offered on a fee-only basis. We receive no compensation or commissions of any kind from third parties. As a result, we always put your best interests first.
Our comprehensive financial plans will help you:
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Identify your financial goals; |
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Manage your cash flow and budget; |
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Review your insurance needs; |
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Determine charitable donation strategies; |
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Analyze your investment performance; |
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Minimize tax liability; |
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Maximize retirement savings; |
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Develop an estate plan; |
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Plan for elder care and other special needs. |
Financial planning is a valuable and necessary tool
to reach your financial goals.
TAX AND BUSINESS ADVISORY SERVICES
In addition to providing investment management and financial planning, Brett R. Smith & Company is a full service accounting, tax and business advisory firm for individuals, estates and trusts, foundations and non-profit organizations, partnerships, LLCs and LLPs, corporations and all small businesses. We guide our clients through the increasingly complex maze of business and financial issues including the ongoing changes in tax law.
We provide a full range of accounting, tax and business advisory services including:
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Accounting system installation, training and support; |
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Accounting and write-up; |
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Budgets, forecasts and projections; |
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Entity formation, operation and dissolution; |
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Estate Planning; |
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Financial statement compilation and review; |
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Retirement and other deferred benefit plans; |
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Small business start-ups; |
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Tax compliance and tax planning. |
We make sure you are utilizing all the tax benefits to which you are entitled.
Fee Only Financial Planner in Lafayette Colorado
We offer a free "get acquainted" conference
to prospective clients to discuss their financial objectives.
Contact us at:
Brett R. Smith CPA Wealth Management, LLC
A Colorado Financial Planning Firm
Phone: 303-604-0505
Fax: 303-604-0488
1285 Cimarron Drive, Suite 202
Lafayette, CO 80026