Personal ◦ Comprehensive ◦ Creative
As forward thinking planners, we recognize that your employer based benefits, when coupled with cutting-edge investment and wealth management strategies, can be transformed into a dynamic force aimed at assisting you in making your dreams come true. We design a plan specifically tailored to help drive you closer to your goals.
Our decades of experience working with Public Safety members means we’re uniquely equipped to help you build and confidently maintain your Retirement, Investment & Wealth Management Plans which can empower your life.By partnering with us, you’re getting more than retirement, investment & wealth management. We understand your unique benefits, needs & goals. At Curt Howard Wealth Management & Insurance Solutions, you’re partnering with professionals who have been in the trenches during negotiations, in briefing rooms, and survivor benefit reviews. We have assisted in over 100 death claims since 1989, providing guidance with care and compassion. Simply said, “We get it.”
There are many ways to engage us for investment management & retirement income services. From traditional investing methods to our partnerships with institutional money management firms, we’re well equipped to assist in meeting the needs of our clients, whether basic or complex.
We embrace technology, utilizing cutting edge tools, to enhance our clients’ financial experience and their ability to feel confident in their financial futures.
We’ve designed a specific planning process, leveraging our experience, financial market knowledge, institutional resources and technology to provide a personal experience aimed at assisting you in working toward your goals.