Smith Bruer

Smith Bruer is a wealth management and financial planning firm serving clients nationally with offices in Tallahassee, Florida, and Colorado Springs, Colorado. As a fee-only fiduciary firm, our focus is empowering our clients to achieve their financial goals. We serve both individuals and families as well as businesses and institutions. For Individuals & Families: · Comprehensive Financial Planning · Wealth Management · Investment Management · Tax and Estate Planning · Charitable Giving Planning For Businesses & Organizations: · Pooled Employer Plan and 401(k) Management · 3(38) Investment Co-Fiduciary Services After an initial consultation with one of our financial advisors, you will receive an actionable financial and investment plan. Our plans are goal-oriented, personalized, and backed by academic research. From here, you decide whether or not we are the right firm for you and if we can help you achieve your financial planning goals. Important Disclosure: http://smithbruer.com/important-disclosure-information/