Relationship Management

Relationship Management Most families have a number of professionals that help them.  These may include CPAs, estate attorneys, bookkeepers, mortgage bankers, etc. As a value added service, Curtis Advisory Group can help clients find, coordinate...

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Life & Long Term Care Insurance

Life & Long Term Care Insurance Insurance is not mandatory but we believe it can be a good tool to help plan for the unexpected.  Insurance can be costly so we suggest using it judiciously. Ryan E. Curtis is a licensed life insurance agent...

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Consolidated Reporting & Analysis

Consolidated Reporting & Analysis

Consolidated Reporting & Analysis Almost every investor we meet has money at more than one institution.  Maybe they have their primary relationship with one advisor but then have a 401k with a different custodian.  Maybe they invested in a...

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