Curtis Associates

When Tom Curtis laid the foundation for an insurance and investment advisory practice, he understood the importance of the community as a whole, and the direct relationship that the growth and prosperity of families and businesses in the community shared. Over 50 years later and Curtis & Associates continues to serve Kansas City and beyond by building on that understanding and the ability to seek value for the ever-changing needs of communities.

In the beginning we take a broad perspective. We need to understand our clients' future goals, their past achievements, and their current circumstances. And beyond the facts, we need to appreciate the personal, spiritual, or philosophical values that motivate them as well as the lessons they have learned through their success.

You don't have to go far or long to hear or read about the rising costs of attending college. It's easy to lie awake at night wondering how you will be able to help your children when they're ready to start their education.

Colleges often provide financial aid for families who can't afford all the costs, but it's next to impossible to know in advance how much money a family will receive, and in most cases college estimates of a family's financial need are far lower than the actual need.So what's a good approach?

One of the most important things you can do is to plan for your retirement. There was once a time when employers provided pension plans to loyal employees that spent their working lives dedicated to the company. Over the past three decades there has been a complete reversal of retirement funding responsibility from employers to employees.

Examining current resources, past decisions, future expectations, and unexpected contingencies. Researching the investing environment, testing strategies, benchmarking performance and suitability. Complexity and choice have exploded across the financial landscape. So has the depth and breadth of knowledge needed to make effective decisions.