- Charitable giving
- Childcare and eldercare
- Tax and estate planning
You will receive many economic benefits from creating a financial plan such as: saving on taxes, sticking with a savings and investment plan, optimizing investments, knowing when you can stop working, and maximizing social security benefits. But, just as important, with our coaching and assistance, you will get things done and implement the strategies we recommend.
How your money is invested is a key component to achieving your best financial life. There are simple truths about investing that if adhered to will get you the results you need to reach your goals and retire with money to last your lifetime. Curtis Financial Planning’s objective is to invest your portfolio so that it will yield the return you need with the lowest possible risk necessary to reach your financial goals.
We start with assessing your need for return and your tolerance for risk. Then we create an investment policy statement so that you understand how your money will be invested. After we invest your funds in a diversified portfolio, we rebalance periodically and make changes if necessary based on your needs and the economic cycle. Then we let time do its work.