Building Your Tomorrow

Services we provide

We offer a range of personalized services designed to help you build a more secure financial future—through thoughtful planning, smart investing, and proactive guidance tailored to your life.

Comprehensive, collaborative, and dynamic

Financial plans

Our financial planning starts with your goals and current situation, guiding you through smart choices and adapting your plan as life evolves.

Build a Smarter, Stronger Portfolio

Investment Management

We help you assess your current investments and align with your current circumstances, goals, and risk tolerance with the commission-free, low expense Exchange Traded Funds and Mutual Funds.

Advanced Planning and Proactive Strategies

Tax Planning

Tax considerations are present in all aspects of a Comprehensive Financial Plan. Smarter Bear can review past and current tax returns, and work with your tax preparer to ensure that you are taking advantage of all the options available to you.