Are you set up to achieve FINANCIAL FREEDOM?
Get A FREE checkup today!
Too many consultants are restricted to offering solutions that their company offers, it’s just how some companies are set up.
We are independent advisors that can offer just about anything available on the market and we work with the right professionals that customize your portfolio to YOUR needs and can cover ALL aspects of protection for your family or business or both!
Takes less that an hour to evaluate your financial position. So, get a second opinion today!
Qualified
Areas I have extensive training in!
Personal Wealth Strategies
Learn today, and don't make the mistake of waiting to know what you don't know. So many say "I wish I knew this, fill in the blank, years ago or they don't teach this in school, even colleges do not cover these basic financial subjects.
Financial Training
We have a team of trainers that are happy to teach you what you were never taught in school. I guarantee you will be shocked at what you should have known before making financial decisions, ask me how I know!
Asset Protection
Great to have wealth but even better to keep it in a very litigious world. Did you know that even wealthy families lose all their wealth in first or second generations! 90% of the wealthy lose it in the second generation!
Consultants
We are all limited to what we know.
I have surrounded myself with the top professionals in different industries.
With the knowledge I have obtained from the experts, we can formulate a personal solution for yourself, your family or even a business.
Why Choose Our Firm
We are all independent advisors and what that means is that we will find a solution the fits your goals! You can’t get a product from one bank that another bank has as a product or service because they have their own products and we have access to practically ALL financial products offered by many financial institutions.
Experienced Attorneys = Protection
Personal and Business Asset Protection. If the paperwork is wrong then you may experience huge losses, so make sure you have the right professional!
Custom Strategy = Wealth
It's about your goals not the goals set by a consultant's firm!
Since, I am an independent consultant, I do not have to meet a sales quota thus selling you something you do not need.
CPR = Comprehensive Portfolio Review
Is a life saving procedure and a Comprehensive Portfolio Review can too save lives by changing your life and your loves ones and your family's wealth can be protected!
What Our Clients Say
I’m glad I had “Coffee with Curtis”



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Set up a 45 minute call to set your goals below. I block out 1 hour because you will have many questions after we open your eyes to new solutions.