A goal-based financial planner and senior investment manager, Curt focuses on applying comprehensive financial strategies to help ensure his clients reach their life goals. For nearly 20 years Curt has created custom, flexible financial plans to guide families and small business owners toward financial security and independence.
Driven by his mantra "Trust, Excellence and Care, " Curt is proud of his role as a trusted advisor and family CFO. His commitment to excellence is second to none and he genuinely cares about the well-being and financial futures of his clients. Curt's high standard of excellence fueled him to become a Financial Advisor and invest in extensive professional training.
Driven by his mantra "Trust, Excellence and Care, " Curt is proud of his role as a trusted advisor and family CFO. His commitment to excellence is second to none and he genuinely cares about the well-being and financial futures of his clients. Curt's high standard of excellence fueled him to become a Financial Advisor and invest in extensive professional training.
Services
Relations have to be built in the reliability, truth, ability and strength of your financial advisor. We help you see your situation in fresh and revealing ways and to identify issues often overlooked. Know that you have a plan in place and that you are on track in pursuit of your life's goals. Have your financial affairs thoughtfully and thoroughly organized, guided by a highly-trained and qualified team of professionals.
After I have a thorough understanding of your financial goals and objectives, I will develop a personalized financial plan and investment strategy for you and your family. Your plan will be our road map and will thoughtfully guide us towards the accomplishment of your financial goals. Trust and Legacy Planning, Charitable Giving Strategies, Wealth Transfer and Preservation Strategies.
If you cannot answer YES to the following 3 questions about your current financial advisor, please contact us immediately:. We believe that investments should be based upon clearly defined goals. Our job is to help clarify and understand your goals, identify the obstacles that stand in the way of accomplishing them, and keep you well informed of your financial progress each step of the way.
Diversification - spreading your assets among investment types, styles, and markets is one of the few time-tested strategies for investors with long-term financial goals. When tempted by current market conditions we counsel clients to stay true to their long-term plan. The buzz in the investment markets never stops, but desire and impulse are never good substitutes for rational thought and a disciplined approach.
A Financial Advisor who has been awarded the CFP(R) certification has demonstrated skill in analyzing and developing personal long-term financial strategies. He or she has completed hundreds of hours of rigorous financial courses covering topics such as investment, retirement and estate planning strategies, income tax analysis, employee benefits and risk management.
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