At Curtiss Wealth Management, LLC we take a comprehensive approach to helping you live your retirement dreams. Whether you are a few years from retirement or currently retired, our goal is to help protect the wealth that you have spent a lifetime accumulating while still being able to draw the income that meets your needs.
We look closely at all major aspects of your retirement life from Taxes to Social Security to Estate Planning and design a custom plan that fits your financial goals. Using a consultative process, we gain a detailed understanding of your goals and dreams, leveraging our experience and expertise to help you realize them.
We look closely at all major aspects of your retirement life from Taxes to Social Security to Estate Planning and design a custom plan that fits your financial goals. Using a consultative process, we gain a detailed understanding of your goals and dreams, leveraging our experience and expertise to help you realize them.
Services
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Curtiss Wealth Management offers an array of strategies for addressing financial concerns and achieving goals. As an independent firm, we represent our clients and their interests rather than any specific company or product line. Our independence is vital to delivering objective, professional recommendations.
Comprehensive Wealth Management means combining all the issues and people that affect your current financial position and future goals into one manageable, controllable picture. It's more than good investment management; it's more than estate planning. It's satisfying the dynamic needs of our clients and the world in which they live.
Our focus is to help our clients save taxes, preserve assets, and enjoy a financially stable retirement. We use a 5-step approach to accomplish our goal. We begin this stage during our initial meeting where we get to know one another. We focus on what your key goals and concerns are and help you clearly define what is important to you.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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