Plan Intelligently

Plan Intelligently

We believe clients will have a better chance of achieving their goals if they have their goals well DEFINED. We ask clients to PRIORITIZE their goals in the form of NEEDS, WANTS, & WISHES. Below are some types of planning that many investors...

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Invest Dilligently

Invest Dilligently Once we have defined our client’s goals, we feel our primary objective is to construct a portfolio which will meet these goals in a variety of market environments. We begin by building a core portfolio of investments which...

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Evaluate Efficiently

Evaluate Efficiently

Evaluate Efficiently or•gan•ize "To arrange systematically for harmonious or united action" an•a•lyze "To examine methodically by separating into parts and studying their interrelations" We find that most investors do not have someone to help...

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Why Curtis Advisory Group?

Why Curtis Advisory Group? We believe these are our top four competitive advantages: 1. INDEPENDENCE:  We fully disclose our compensation so you know we are truly working for you.  We do not have any sales pressure from vendors, custodians or a...

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