Our Approach

Navigating the Course to Financial Freedom
When it comes to investing and saving, we all have a goal in mind—financial freedom. For most people, financial freedom means having enough wealth to spend your time as you wish.

It's not easy to reach that goal. In fact, many successful people fall short of it; they retire on far less income and end up compromising their lifestyles—largely because of a lack of planning.

When it comes to retirement planning, a little financial "coaching" and teamwork can make a big difference. Curt's wealth management has made a difference in our clients' lives—reducing stress and increasing confidence and comfort.

 

Relationship Investing 
We take the time to learn about your life, your family, and what matters most to you. We'll discuss your investment objectives, time horizon, and risk tolerance. This helps us to define your present financial situation and clarify your growth and tax-managed income expectations. After making an objective analysis, we'll present you with a plan for your input and approval. 

 

Financial Confidence
Stop worrying about not having the time or know-how to manage your investments. You can have financial confidence knowing your investments are being looked after by us.

 

Trust
We possess a wealth of knowledge and experience assisting clients in determining and targeting their investment goals. As Commonwealth Financial Network®registered representatives, we are dedicated to providing high-quality investment advice and superior customer service. Securities in accounts carried by National Financial Services, LLC, Member NYSE/SIPC, a Fidelity Investments company, are protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims limited to $100,000). For details, please visit www.sipc.org.

 

Growth
As market conditions and your needs change, we'll reevaluate your plan to assure you that we're meeting your financial growth objectives.

 

Tax-Managed Income
You can expect to be kept well informed with regular comprehensive written reports and personal meetings.