Monument, Colorado
Steve Cruice is a CPA and CFP who co-founded Three Points Financial in Monument, Colorado, providing fee-only fiduciary financial planning, investment management, and tax preparation services.
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Steve Cruice is a certified financial planner (CFP) and certified public accountant (CPA) who brings a comprehensive approach to financial services in Colorado. He started his career as a CPA working for a large accounting firm and later gained experience at a major life insurance and investment financial services company.
Cruice founded Simply Steward LLC, a fee-only fiduciary financial advisory firm based in the Denver/Highlands Ranch area, and co-owns Three Points Financial, Inc. in Monument, Colorado with partner Mary Alpers. His dual practice allows him to serve clients throughout the Front Range with a range of financial planning and tax services.
His approach combines deep tax expertise with disciplined investment strategy, focusing on tax-smart financial planning, investment management, estate planning, and charitable giving strategies. As a fee-only fiduciary, he works solely in his clients' best interests rather than earning commissions on product sales.
Cruice is a member of the Alliance of Comprehensive Planners and NAPFA (National Association of Personal Financial Advisors), professional organizations that maintain high standards for fee-only financial advisors. He has appeared on the Kim Monson Show to discuss tax preparation tips and financial planning strategies, and Three Points Financial has been a sponsor of the program.
January 14, 2022
Civic Engagement & Grassroots
Pam Long reviews Colorado's best and worst political decisions of 2021 with Kim Monson on January 14, 2022.
“Many times we see a communication gap between a person's tax preparer and their financial advisor, and that can cause issue when those communication lapses happen.”
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