welcome@mj-smith.com
Ph. 303-768-0007
M.J. Smith & Associates on FacebookMark Smith on LinkedIn

Independence: Worth Celebrating!

Mark J. Smith, CFP®, CPA/PFS, CIMA®
July 2, 2019

As the 4th of July approaches, we are all reminded how important the concept of “independence” is. While we devote time to celebrations with family, friends and lots of fireworks, it’s also the perfect time to reflect on what being independent means in our lives.

For our firm, independence has a special meaning. M.J. Smith & Associates has been independent since our inception in 1983. Over the past 35 years, we have been able to provide objective, conflict-free advice to our clients in order to help them improve their financial lives. Because we are not employees of a big bank or institution, we are able to act in the best interest of our clients' specific needs as opposed to promoting proprietary products that may not be appropriate. We pride ourselves on providing transparent, thoughtful, holistic financial plans.  

Our relationship with Raymond James allows us to have enough autonomy and self-governance to perform at our peak for our clients. We are fortunate to have teamed-up with Raymond James which allows our firm to follow the fiduciary standard - placing our clients’ best interests ahead of our own.

When it comes to doing what’s best for our clients, we are not beholden to anyone – except our clients themselves. Now that’s the kind of independence worth celebrating.

From the entire M.J. Smith team, we hope you have a wonderful 4th of July and enjoy great fireworks!

Thank you for your feedback!
Sorry - something went wrong. Please try again or call us at 303-768-0007.
What If the Market Goes Down Again?

As of this writing, the markets hit a low point for 2020 on March 23. While we hope the lowest point is behind us, we know and understand that the current market shifts can be nerve wracking for investors. This post outlines some important points to consider if you’re concerned.

Read More
Client Access Features: Vault and Aggregation

The Vault and the Aggregation Tool are great features within the Client Access platform that can save time and energy down the road. Learn their advantages in this post.

Read More
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.

Read More
What If the Market Goes Down Again?

As of this writing, the markets hit a low point for 2020 on March 23. While we hope the lowest point is behind us, we know and understand that the current market shifts can be nerve wracking for investors. This post outlines some important points to consider if you’re concerned.

Read more
Client Access Features: Vault and Aggregation

The Vault and the Aggregation Tool are great features within the Client Access platform that can save time and energy down the road. Learn their advantages in this post.

Read more
What If the Market Goes Down Again?

As of this writing, the markets hit a low point for 2020 on March 23. While we hope the lowest point is behind us, we know and understand that the current market shifts can be nerve wracking for investors. This post outlines some important points to consider if you’re concerned.

Read more

Questions?

Contact Us

Receive all of our firm's resources as soon as they become available:

Thank you!
Your submission has been received.
Oops! Something went wrong while submitting the form. Please try again or email welcome@mj-smith.com
Raymond James Privacy Notice
This is some text inside of a div block.