History
LPL Financial is the largest independent broker-dealer in the nation. Being independent allows our advisors to give personalized and objective advice to each client to meet their situation and needs. At LPL Financial, we pride ourselves on the relationships we form with each client. We feel that a strong foundation is the success to any business relationship, especially when it comes to personal finance. We take the time to educate each of our clients on the financial strategies we use, because we firmly believe that there is no room for surprises in a proper financial plan. If you have had a bad experience with an advisor in the past, or are just starting to create your retirement nest egg, you will appreciate the thoroughness that Curtis and his team provide.
Specialties
Wealth Management Retirement Planning Investment Advice 401(k), 403(b), Profit Sharing Traditional and Roth IRA Life and Key Man Insurance Finance Asset Protection and Estate Planning Asset Allocation Consulting Portfolio Review