WEALTH MANAGEMENT & FINANCIAL PLANNING
Helping You Achieve Financial Stability
Whether it's a career change, relocation, or other significant life event, our services are designed to provide support and guidance during times of transition. Through personalized financial planning, expert advice, and a supportive community, we help individuals facing life changes navigate uncertainty with confidence, empowering them to embrace new opportunities and thrive in their evolving circumstances.
DISABILITY FINANCIAL PLANNING
Helping You Achieve Financial Stability
Facing the challenges of disability? Our services offer comprehensive support for individuals with disabilities and their loved ones. From navigating government programs and accessing disability benefits to providing emotional support and practical resources, we're here to empower you every step of the way, ensuring you receive the assistance and guidance needed to navigate life with confidence and resilience.
RETIREMENT FINANCIAL PLANNING
Helping You Achieve Financial Stability
Navigating retirement? Our services offer tailored financial guidance to ensure a smooth transition into this exciting phase of life. Whether you're about to retire or have recently taken the leap, we provide expert advice on retirement planning, investment strategies, and wealth management to help you achieve your goals and enjoy a fulfilling retirement journey.
OUR CLIENTS
As a financial advisor who has walked the path of recovery from a traumatic injury, Tyrell brings a unique perspective to helping clients navigate their own journeys. Whether you're adjusting to disability or transitioning into retirement against the backdrop of the beautiful White Mountains, our platform offers personalized support and insights to guide you through. Join our community to connect, learn, and empower yourself financially.
DISABILITY FINANCIAL PLANNING
Whether you've recently become disabled or diagnosed with a progressive disease, care for a disabled child, or need help navigating SSDI and government programs, we're here for you. Our resources and guidance are tailored to your needs. We understand life is different now but we also know it can still be good. Join us to connect with others, access expert advice, and thrive despite disability.
RETIREMENT FINANCIAL PLANNING
If you are nearing retirement or already enjoying it, we understand the value of the retirement savings you have spent your entire life building. We believe that with these funds invested correctly and the proper plan in place, you can live a life with less stress and more fulfillment. Connect with me to find a personalized strategy that align with your financial goals.
ABOUT US
TYRELL W. SMITH
OUR STORY
Tyrell W. Smith, financial advisor, experienced a life-changing accident during a dirtbike adventure with his sons in 2020. The accident left him with severe spinal cord injuries, leading to significant financial concerns amidst the physical and emotional challenges. Despite the hardships, he used his expertise to navigate the complex financial landscape related to his situation. Inspired by his experience, Tyrell is now dedicated to helping others in similar situations navigate their financial futures, aiming to alleviate stress and provide support for the injured, disabled, and their caregivers. His team is driven by the mission to make a positive impact on lives by easing the burdens associated with living with a disability.
Tyrell Smith earned his MBA from Colorado State University – Pueblo in 2011. He is a Chartered Retirement Planning Counselor(CRPC) and a Registered Financial Advisor.
Tyrell holds the series 7 and series 66registrations through SCF Securites, Inc. &SCF Investment Advisors, Inc. respectively and is licensed as a life insurance, health insurance, and annuity agent.
OUR CORE VALUES
Integrity is the foundation of our business. Without it, we are nothing. We are committed to always be honest and transparent with our clients, our colleagues, and our industry partners.
INTEGRITY
RETIRMENT PLANNING FOR ALL SITUATIONS
The Proper Plan Can Make Retirement Blissful, and not Stressful. We Help You Plan For...