Relationship Investing

Curtis S. Francisco, CFP®, AIF®, gives you a different way to invest. He calls it “relationship investing.” Curt takes the time to get to know you so he can assist you in pursuing your goals. With a background in statistical psychology, his natural inclination is to help you understand the relationship between your money and your life. This is one of the aspects that sets Curt apart when it comes to financial planning. Great confidence and trust comes from knowing your investments are being looked after by someone who truly understands what you're all about.

Curt offers a complete range of financial planning services:

  • Retirement Income Planning
  • Estate Planning
  • Budgeting and Cash Flow Analysis
  • Investment Tax Analysis
  • Education Planning
  • Portfolio Analysis
  • Investment Analysis

Since 1980, when Curt became the first CERTIFIED FINANCIAL PLANNERpractitioner in the Jupiter-Tequesta area of Florida, he has managed money prudently, allocating assets across equity and fixed income investments to help reduce clients' exposure to taxes and market risk. Having many established relationships in the community, Curt works cooperatively with clients' attorneys and CPAs. His wealth management has truly made a difference in his clients' lives no matter what stage they are in: individuals thinking about retirement, women going through a divorce or the loss of a spouse, couples saving for their children's college education, or those already in retirement.

Independent, Objective Advice

Asset Advisory Services, Inc., is wholly independent and not affiliated with any bank, insurance company, mutual fund family or retail brokerage company. Our choice to partner with Commonwealth Financial Network® (Commonwealth), an independent broker/dealer, means we are free to act solely in your best interest, without bias and without pressure to promote a particular product or strategy. It's a model that differs from that of some other larger financial firms known as wirehouses, whose financial representatives are accountable not just to their clients, but also to the parent company that employs them.

How can we help?

Trying to figure out if you're ready to retire? Want a second opinion on your portfolio?

Call today to see if you're eligible for a complimentary initial consultation: (561) 747-9550.


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