Our Clients
Our clients are primarily focused on retirement, whether they are five years away or already retired. We also assist those who have changed jobs and need management or transfer of their old 401k's. Our services include professional wealth management, guidance through the retirement process, and advice on key financial decisions such as Social Security timing, Medicare, and pension choices.
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 have the potential to live a life with less stress and more fulfillment. Connect with me to find a personalized strategy that aligns with your financial goals.
Investment and Wealth Management
The growth of your retirement savings is crucial. We select investments and portfolios designed for growth without taking unnecessary risks. With years of experience, our investment strategies provide peace of mind and help create financial security.
Risk Management
For clients who prefer stability and minimal risk, our fixed-income solutions offer a reliable way to grow your savings. These options provide consistent returns, ensuring that your money is working for you without the volatility of the stock market. Let us help you achieve peace of mind with a strategy tailored to your needs.
Tyrell W. Smith
Tyrell Smith earned his MBA from Colorado State University – Pueblo in 2011. He is a Chartered Retirement Planning Counselor(CRPC) and an Investment Advisor Representative.
Tyrell holds the series 7 and series 66 registrations through the partners Inc. & SCF Investment Advisors, Inc., respectively, and is licensed as a life insurance, health insurance, and annuity agent.
Meet Tyrell
Our Core Values
INTEGRITY
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.
Retirement Planning For All Situations
The Proper Plan Can Make Retirement Blissful, and not Stressful. We Help You Plan For...