Simply Steward, LLC
Fee-Only Financial Planner located in Highlands Ranch, CO and serving clients locally (Denver area) and across the country.
I’ve always had a passion for helping people with their personal finances. As an accountant, I was approached frequently by people with tax or personal finance questions. I found that helping these people was something I loved. Ultimately, this love for helping people with their personal finance questions is what led me to a career in tax-focused, comprehensive personal financial planning.
I founded Simply Steward in 2017 with one goal in mind: to provide fee-only fiduciary advice to professionals and small businesses in the Denver, Colorado area. Through the use of technology, Simply Steward also offers services to clients across the US through virtual meetings and online services.
While I am the sole advisor of Simply Steward, I am part of a network of over 140 advisors through the Alliance of Comprehensive Planners. This network of other CPAs and CFP® professionals provides me with the resources of a much larger firm while allowing me to maintain the personal level of service you deserve from your financial planner.
Steve Cruice is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
At Simply Steward, we have one goal: helping you achieve yours. We believe that money itself should never be a goal, but rather a tool to achieve those things that are truly important to you. We also understand that every individual is unique, and every solution should be unique to you. We spend much of our time listening to you to find out what is important to you. We then help make it easier for you to achieve those things.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Steve Cruice is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Steve Cruice is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Steve Cruice is a Member of the Alliance of Comprehensive Planners (ACP)
Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
Contact Steve Cruice
4887 Ashbrook Cir
Highlands Ranch, CO 80130