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How does the advisor help clients – Key Takeaways:
CURTIS FINANCIAL PLANNING offers a comprehensive range of financial services to help clients reach their financial goals. With a team of experienced advisors and a commitment to personalized and transparent service, CURTIS FINANCIAL PLANNING has established itself as a reliable and trustworthy partner for individuals and businesses seeking financial guidance. Some key takeaways of CURTIS FINANCIAL PLANNING’s services include:
- Customized financial plans tailored to each client’s unique needs and goals.
- A holistic approach to financial planning that takes into account factors beyond just investments.
- Transparent communication and a commitment to putting clients’ interests first.
- Continued support and guidance as clients’ financial needs and goals evolve over time.
Facts and Insights
CURTIS FINANCIAL PLANNING has established a strong track record of helping clients achieve their financial goals through a combination of expert guidance, personalized service, and a comprehensive range of financial services. Some key facts and insights about CURTIS FINANCIAL PLANNING include:
- Founded in 2005, CURTIS FINANCIAL PLANNING has over 15 years of experience in the financial industry.
- With assets under management of over $500 million, CURTIS FINANCIAL PLANNING has successfully managed significant amounts of client assets.
- The firm’s team of 10 advisors brings a diverse range of expertise and experience to help clients with various financial needs and goals.
- CURTIS FINANCIAL PLANNING has earned multiple industry recognitions and awards for its excellence in service and performance.
Assets Under Management, Number of Advisors and Time in Business:
CURTIS FINANCIAL PLANNING takes pride in its strong financial performance and ability to effectively manage client assets. As of 2020, the firm has over $500 million in assets under management. The firm’s team of 10 experienced advisors works to provide personalized guidance to clients and has been in business for over 15 years since its founding in 2005.
Financial Services Offered
CURTIS FINANCIAL PLANNING offers a comprehensive range of financial services to help clients reach their goals, no matter their stage of life or level of wealth. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
The firm takes a holistic approach to financial planning, considering factors beyond just investments to create customized financial plans that address each client’s unique needs and goals.
Client Types
CURTIS FINANCIAL PLANNING serves a diverse range of clients, including individuals, families, and businesses. The firm’s personalized approach allows it to cater to clients at various stages of life and with different financial needs and goals. CURTIS FINANCIAL PLANNING also has experience working with high-net-worth individuals and corporate executives.
Fees & Compensation
CURTIS FINANCIAL PLANNING is committed to transparency and always puts clients’ interests first. The firm charges a fee for its services, based on a percentage of assets under management, which ensures that the firm’s success is tied to the success of its clients’ portfolios. CURTIS FINANCIAL PLANNING’s fee structure is clearly outlined and discussed with clients before any work begins, and there are no hidden fees or commissions.
Background
CURTIS FINANCIAL PLANNING was founded in 2005 by John Curtis, a seasoned financial advisor with over two decades of experience in the industry. Curtis established the firm with the goal of providing personalized and transparent financial planning services to clients, and his dedication to this goal has been instrumental in the firm’s success.
Rather than focusing on short-term gains, CURTIS FINANCIAL PLANNING takes a long-term approach to financial planning,