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Your Plans. Our Priority.

At M.J. Smith & Associates, we help our clients create financial and life plans that reflect their unique situations while supporting and celebrating their hopes and goals. Our goal is to help you lead the life you choose by providing the competent, ethical financial advice you may need to be successful in today’s volatile markets.

Our professional team of advisors is experienced at integrating tax1, investment, and financial strategies into thoughtful, holistic financial plans. In addition, as a Registered Investment Adviser, we act as fiduciaries, placing our clients’ best interests ahead of our own.

Ready to take control of your financial life? We are ready to help. Get started by scheduling a complimentary, non-obligatory meeting or portfolio review. It is our privilege to serve you.

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Mark Smith, CFP®, CPA/PFS, CIMA®

Our Point of View

We review the headlines and study the markets to bring you our latest thinking, as well as timely tips and information.
RECORDED WEBINAR

How to Navigate Bear Markets: The COVID-19 Crisis

If you're worried about how the COVID-19 virus is impacting your investments and retirement plans - or know someone who is - we invite you to watch and share this content-rich webinar.

Watch
BLOG POST

Understanding the Child Care Contribution Tax Credit: A Follow Up

In December 2019, we introduced you to the Colorado Child Care Contribution Tax Credit (CCTC). This post explains the benefits of making a contribution with a qualifying charitable distribution from an IRA, which can be significant for taxpayers over 70 1/2.

RECORDED WEBINAR

Roundtable Discussion: COVID-19 and Market Volatility

On March 26th we held a webinar with our advisors to discuss the market volatility due to the Coronavirus.  A recording of this 50-minute webinar is now available.

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