Medicare

Navigating open enrollment and Medicare alphabet soup is a journey best done with a guide. We can be that guide and bring you peace of mind.

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Investment

Wealth accumulation affords us multiple opportunities in life. We have the experience you need to help you create a comprehensive investment plan to fund the things most important to you.

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Retirement Planning

Stop losing sleep over the thought of outliving your retirement savings. We can create a comprehensive plan that brings you the freedom and comfort you need to live your best in retirement.

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Life Insurance

Protecting your loved ones against the risks inherent in your passing is the best gift you can give them. Let us help you make that possible.

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All Calculators

Want to know how much life insurance you need? How much will you need to save for retirement? What do you expect your Social Security benefit to look like? These calculators can provide a good starting point. Let’s follow that up with a discussion on your unique scenario and create a plan covering investing, retirement, risk management, and Medicare. It all starts with a question.

$200,000

The recommended savings for a 35-year-old with an annual income of $100,000.

$400,000

The recommended savings for a 45-year-old with an annual income of $100,000.

$690,000

The recommended savings for a 55-year-old with an annual income of $100,000.

$1,130,000

Your retirement fund at age 65, assuming you meet the milestones listed above.

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Intelligent Investing for a Smarter Retirement

“Look before, or you’ll find yourself behind.”

- Benjamin Franklin

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About Us

At Curtis Financial Services, financial planning is a family affair. Our team is a close-knit group of highly experienced individuals who, collectively, help their clients achieve their goals in every aspect of their financial lives. Curtis Financial Services is made up of a father and son duo and colleagues who have become family.

About Us

Your Goals. Our Expertise.

We perform an in-depth analysis of your healthcare needs and your overall financial scenario to ensure that you enroll in the right plans on time. Leave the confusion to us; we will make sure you are well prepared.

Medicare
We perform an in-depth analysis of your healthcare needs and your overall financial scenario to ensure that you enroll in the right plans on time. Leave the confusion to us; we will make sure you are well prepared.
Learn more
Investments
Knowing what to invest in and how isn’t always easy. We have decades of experience in investing, and we can show you the way forward.
Learn more
Retirement Planning
Retirement planning means making sure you have enough income to last the decades most Americans spend in retirement, but that isn’t where the story starts and ends. We can fill in each chapter in your retirement story with our decades of experience.
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Life Insurance
With access to best-in-class life insurance options, we can help you protect your family in the best way possible.
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