Mission Statement

We serve as a team of advisors and advocates for our clients and their families. We offer sound investment advice, wise money management and asset allocation opportunities with the highest degree of integrity. Our mission is to achieve a secure financial future for our clients.

Our Philosophy

Since 1986, we have counseled and advised individuals and corporations regarding their financial goals and decisions. Every recommendation is made based on the client’s goals and objectives. We offer client strategies to minimize tax on Social Security, as well as income. Curt holds Certified Wealth Strategist (CWS) and Certified Estate Planners (CEP) designations, coupled with professional advice and integrity, can help provide peace of mind for their financial future.