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Before you start a 529, 401K or any other Retirement or Government Plan

Does my current plan achieve FINANCIAL FREEDOM?

I will show you "How Money Works!" and then you can make an educated decision.
Learn the WHYs to your choices!

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!

STOP losing money in your retirement plan and  reach your financial goals with a clear plan. 

So, get educated before you decide and do it today!

Have Coffee with Curtis

Qualified

Areas I have extensive training in!

Personal/Family/Business Wealth Strategies

Find out what your 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.

Learn More About Us

Why Choose Our Group?

We educate you on what your choices are and why they are best for you and your future. STOP being told what to choose from advisors that don’t tell you why their solutions is best for YOU!

Experienced Attorneys = Protection

If you currently do not have a TRUST and POWER of ATTORNEY paperwork completed then you are leaving your life decisions up to Attorneys and the courts to decide for you and your family!

Custom Strategy = Wealth

It's about your goals not the goals set by a consultant's firm!
Since, we are independent consultants, we 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”

I am extremely grateful for our friendship, the continued support, guidance and wisdom which Curtis offers as a close friend and business associate. Without a doubt, Curtis is one of the most knowledgeable and sincere mentors I have met in all my careers. I am humbled to work with Curtis as his passion has shifted to Family Investing; a concept previously coveted only by the extremely wealthy. I stand absolutely confident that anyone deciding to work with Curtis and the Family Investor will reap incredible insight and knowledge with how to manage their finances in a capacity formally only for the elite like the Rockefellers. Without any hesitation I strongly encourage anyone reading this to reach out to Curtis to begin a journey that could provide you the ultimate financial freedom and independence you desire!
Steve
Ntegrity Networks
I have been a colleague of Curtis Stohr for 10 years now and find him to be one of the smartest, most knowledgeable professionals I know. Curtis is one of those rare people who Loves diving into the details while at the same time holding the big picture. He is a great teacher and full of knowledge and no matter what we are doing, he quickly becomes the expert. He is also incredibly organized and so very patient really caring that the knowledge he has, is truly understood by those around him. He really goes the extra mile, and I trust his wisdom.10
Venus
The most important step to successful real estate investing and private lending is to first buy right and lend right, respectively. Curtis was our "go to" guy for this vital analysis step, which was the secret to our success. Curtis worked tirelessly when others gave up or took shortcuts, and was always selflessly willing to teach others.
Tip
Real Estate Investor

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Set up a 45 minute Zoom meeting to find out what your  Financial Goals are, for you, your family, your business.