Just get another opinion!
It's FREE!
Before you start a 529, 401K or if you already have one or both we can show you why you need to fix the problems associated with each.
Wealthy Families do not get a 529 plan, not because they are rich, but because it eliminates students from receiving student aid.
Does my current plan achieve FINANCIAL FREEDOM?
Spend 45 minutes to learn what options are available and fits your plan and Goals, not your advisor's plan.
Too many consultants are restricted to offering you a solution that their company offers, it’s just how some companies are set up. We will educate you on the big picture not just sell you a product that doesn’t fit your life’s goals. One shoe doesn’t fit everyone!
We are independent advisors that can offer just about anything available on the market and we work with the right professionals and customize your portfolio to YOUR needs and together we can cover ALL aspects of protection for your family or business or both!
Takes less that an hour to evaluate your financial goals.
So, get a second opinion today!
Qualified
Areas I have extensive training in!
Personal/Family/Business Wealth Strategies
Find out what you options are today, or risk losing thousands of dollars waiting to learn. So many say "I wish I knew this when I was younger, I know I did!
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.
We have created a team of top professionals in different industries to serve your needs.
With the knowledge we have obtained from the experts, we can formulate a personal solution for yourself, your family or even your 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”