Our Process

1. Curt meets with you and discusses your values, priorities, expectations, goals and time horizon.

2. With your help, we gather your current financial information.

3. We then analyze and evaluate your financial situation with a number of factors in mind, including your desired retirement age, life expectancy, income needs, risk factors and any unique circumstances. Economic variables such as tax rates, rates of return and inflation rates are also factored in.

4. At the next meeting, we discuss your customized financial plan.

5. We implement our recommendations using the products and services that are in your best interest.

6. We monitor your plan and consult with you regularly about making adjustments to fit new developments in your life, shifts in the market and other factors.