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STREETSMARTFINANCIAL.INFO

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

Street Smart Financial, LLC is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. Our fee-only, personal approach helps you achieve your financial goals.

http://www.streetsmartfinancial.info/

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CONTACTS AT STREETSMARTFINANCIAL.INFO

Street Smart Financial

Four M●●●●●● Drive

Lex●●●ton , MA, 02421

US

1.78●●●●7878
no●●●●●●●●●●●●@worldnic.com

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Street Smart Financial

Four M●●●●●● Drive

Lex●●●ton , MA, 02421

US

1.78●●●●7878
no●●●●●●●●●●●●@worldnic.com

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Street Smart Financial

Rand Spero

Four M●●●●●● Drive

Lex●●●ton , MA, 02421

US

1.78●●●●7878
rs●●●●@streetsmartfinancial.com

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Street Smart Financial

Four M●●●●●● Drive

Lex●●●ton , MA, 02421

US

1.78●●●●7878
no●●●●●●●●●●●●@worldnic.com

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Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma. | streetsmartfinancial.info Reviews
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Street Smart Financial, LLC is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. Our fee-only, personal approach helps you achieve your financial goals.
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Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma. | streetsmartfinancial.info Reviews

https://streetsmartfinancial.info

Street Smart Financial, LLC is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. Our fee-only, personal approach helps you achieve your financial goals.

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1

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

http://www.streetsmartfinancial.info/index.html

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

2

Street Smart Financial, LLC - Core Principles

http://www.streetsmartfinancial.info/core_principles.htm

We hold ourselves accountable to the highest ethical standards and the highest level of integrity in the financial industry. We will not engage in any behavior that could compromise either the integrity of our advice to clients or their personal privacy. We adhere to the guiding principles of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Objectivity and Fee Transparency. Why Choose Street Smart? About Rand K. Spero.

3

Street Smart Financial, LLC - About Rand K. Spero

http://www.streetsmartfinancial.info/biography.htm

Is President of Street Smart Financial LLC. A financial planning and investment management firm located in Lexington, Massachusetts. Rand has a background in corporate strategic planning, economics, marketing, and psychology, which provides a multi-disciplinary approach to financial matters. He successfully completed the Financial Planning program from Boston University and is a board designated C ERTIFIED. Rand is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financ...

4

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

http://www.streetsmartfinancial.info/street_smart_in_the_news.htm

8220;The Importance of Financial Planning During a Life Transition”. 8220;How to Make Your Money Last the Rest of Your Life”. Tufts University Osher Lifelong Learning Institute. One in Three Americans Who Get an Inheritance Blow It. September 3, 2015. Rand explains that inheriting money can be an emotional experience that may result in ill-conceived actions. A beneficiary should take time to develop a systematic plan that is well thought out. Why I’m an Advisor with Rand Spero. August 17, 2015. It can be...

5

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

http://www.streetsmartfinancial.info/services.htm

We manage our clients' investment portfolios and provide ongoing investment advisory services which include:. Develop an investment strategy that meets your goals. Diversify your portfolio taking into consideration your risk tolerance. Employ cost effective investment instruments. Build your portfolio with tax consequences in mind. Manage portfolio gains and losses on annual basis. Monitor your portfolio making adjustments when necessary. Street Smart’s financial plans address the following areas:.

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Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

streetsmartfinancial.com streetsmartfinancial.com

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

streetsmartfinancial.info streetsmartfinancial.info

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

streetsmartfinancial.net streetsmartfinancial.net

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

streetsmartfinancial.org streetsmartfinancial.org

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

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