Member Spotlight – Steve Cruice

Meet Steve Cruice, CPA, CFP, Colorado-based investment advisory firm Simply Steward’s founder and one of this week’s featured #dreamers, #risktakers, and #doers!

1. Are you a dreamer, risk-taker, or doer?

I’m a dreamer by nature. There are always new ideas to explore, but I’m a reluctant risk-taker. I leapt into entrepreneurship because no company served my community and customers the way I wanted… Doing is the only way to make the ideas we dream about come true.

2. As fellow entrepreneurs, we would love to hear about your business.

Simply Steward advises clients on investment strategies with a focus on retirement and tax planning. We view money as a tool to be wielded wisely — customizing plans that suit our clients’ values, families, and communities while offering a unique flat fee structure saves them money in the long run.

3. Who is your typical customer?

People planning for the future, hoping to minimize taxes, and enjoy retirement rather than spend it worrying about finances. After all, time is so much more valuable than money. “Steward” means to manage something for the benefit of others: for Simply Steward clients, they recognize how their financial decisions benefit their future selves and those around them.

4. What are your top tips for entrepreneurial success?

Ask yourself: what do I do with my time? Prioritize the most important tasks and structure your days and weeks to spend time on them. You will never achieve what you want if you don’t set aside time to do it.

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For more information about this Office Evolution Greenwood Village partner, visit simplysteward.com