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Our Consulting Services
We are in the business of helping people. We help individuals and families save money. We help businesses reduce needless risks. We help families preserve and protect their financial future.
HOW CAN WE HELP YOU TODAY?
We consistently take a personal approach with every client to determine their needs, goals, and dreams. We then determine through analysis if their current strategy will lead to realistically reaching their goals.
We build relationships, teach financial balance, offer safe money solutions, and teach a strategy of sustainable financial security with honesty, integrity, and service.
RoadMap & Planning
We develop a retirement income financial plan that maximizes assets, minimizes taxes, and guarantees the most inflation-adjusted income possible utilizing the fewest amount of assets.
HOW WE’RE DIFFERENT
Certainly, accumulating wealth is the primary goal for individuals and families who are saving for retirement and that’s actually the easy part. We help you understand that although accumulating wealth is important, how much you keep is critically more important.
We provide accurate case studies so you can see the benefit of our services rather than just having us tell you about our services.
We offer solid strategies that are designed to make your financial goals for retirement a reality rather than just a target that can easily be missed with products that lack the guarantees you’ll rely on.
We are deeply familiar with all of the retirement planning products available in the marketplace and are unafraid to point out those products that will likely produce a shortfall in your financial goals years in the future.
Finally, we’ll not have to discuss your risk tolerance because the solutions we offer are not subject to market losses and IRS constraints.
Our financial strategists will focus on the WHY rather than the WHAT and always identify the PROBLEM in order to offer a SOLUTION.
Book a Session with Curt
I highly recommend Curt, especially to young people just starting out!
Curt has helped me, my parents, and my sister with diversifying our investments into products none of us knew even existed that provide more security than 401K/stock market investing alone. He is extremely knowledgeable, well-connected with providers of all kinds around the country, and will advise you honestly about the best approach for your situation. I highly recommend Curt, especially to young people just starting out. Start diversifying NOW to set yourself up for a more secure future!
Planning for Retirement? Talk to Curt!
When Curt and I first talked, I was amazed at how he listened and learned about my financial situation.
We scheduled another call for a few days later and he delivered three really great options to help me keep my retirement savings rather than share it with the IRS.
If you are concerned about having enough money for retirement and are looking for an option that is conservative, risk-free, and tax-exempt, call Curt today and talk to him. He will listen.
You speak, he listens, and then provides the best options.
Because I was inattentive to my traditional retirement plan and didn’t consider the tax consequences that would put a huge dent in my retirement income (found this out by accident), I was quick about contacting Curt since he was recommended by a trusted friend.
Curt gave me a solid hour on the phone (without interruptions) so I could explain my situation. Later that week, I reviewed the plan Curt recommended, signed the application, and I feel 100% better about retirement.