Curtiss Smith (CFP®)
Curtiss Smith focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
As a fee-only financial advisor, Curtiss works to help clients achieve their financial and retirement goals. He chose to work with a fee-only firm from the beginning of his career because he is a firm believer that clients need objective financial advice that is not tainted by a hidden agenda to sell products.
*Studies indicate that people with financial plans have twice as much money in savings and investments as those without plans. This is why Curtiss develops comprehensive financial plans to help clients set the right financial goals. He then meets with them twice a year to help them work towards those goals, monitor progress, and reevaluate their position. He seeks to build long term relationships with clients as he helps them cultivate and preserve wealth while having peace of mind along the way. His services include: retirement planning, investment management, company retirement plans, insurance evaluation, and estate, tax, and education planning.
NAPFA Start Date
February 17, 2012
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