Fee-Only Financial Planning for Retirement

We help retirees in Colorado and beyond simplify their financial lives.

Steven R Smith

Steven R. Smith, JD, CFP®

Founder and principal of RightPath

About Our Firm

Our Fiduciary Standard

At RightPath, we believe transparency is the foundation of trust. That’s why we pledge to be open about our responsibilities to you and your wealth management. We’ll listen to you and get to know your wants and needs, and provide insights into opportunities, risks, and options. We’re an independent, fee-only advisor, which means we act without allegiance to any single product or service, and we always put our clients’ interests first. We’ll use our fiduciary standards to find the best prices and investments for your specific situation.

Who We Serve

Helping Retirees and Pre-Retirees
Find Financial Confidence

Retire on your own terms. RightPath helps investors improve their long-term financial well-being. With a focus on mountain retirement planning, our principal, Steven Smith, will work closely with you to tailor a unique financial plan that addresses personal investing, spending, income, and legacy needs. With sound advice and a good financial plan, retirement in the Colorado mountains can be an achievable goal to realize your dreams.

How We Help img
How We Help

Achieve Your Dream Retirement

RightPath’s integrated financial planning process is tailored to your individual goals and needs. We start by discussing and prioritizing your objectives, whether that’s saving for retirement, planning for a new career, or something else. Then we build a realistic plan with evidence-based investments that are designed to help you reach your goals. Our commitment doesn’t end there; we review your plan on a regular basis to ensure it stays on track and adjusts to changes that come up.

Ready to take the next step?

whats your risk number

Take our free risk assessment quiz to determine your readiness on the path to Financial Independence.

Self Guided Path

Get your Risk Number to pinpoint how much risk you want, how much risk you need and how much risk you actually have in your portfolio. Then build on this process to craft a personalized plan.

Fully Guided Path

Steve Smith, Principal of RightPath Investments is here to guide you with preparations to take your next step. If you’re ready to take that step, schedule some time for a one on one with Steve today.

Steven R Smith

Steve Smith, Principal Right Path Investments

Mountain Money Blog

2nd Quarter Client Note – The Bull is Back

Jul 13, 2023

Led by a handful of big technology stocks (and defying most expectations), the S&P 500 (Total Return) Index …

2nd Quarter Client Note – The Bull is Back Read More »

1st Quarter Client Note — Bank Runs Are Back

Apr 14, 2023

The markets shook off news of dramatic bank runs and failed banks being taken over by the FDIC …

1st Quarter Client Note — Bank Runs Are Back Read More »

Will Artificial Intelligence replace your financial planner?

Feb 9, 2023

Artificial Intelligence applications — and especially chatbots, which can seemingly research and write like us humans, are becoming …

Will Artificial Intelligence replace your financial planner? Read More »

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