Mr. Smith is a graduate of Brigham Young University's Marriott School of Management. He has been employed at Net Worth Advisory Group as a financial consultant and direct marketer for the last two years. During this time he gained experience in managing company retirement plans, developing comprehensive financial plans, and analyzing investment portfolios. His extensive sales management experience has helped him become an effective communicator, which has proven to be very beneficial in client relationships.
As a fee-only financial advisor, Curtiss works to help clients achieve their financial and retirement goals. He chose to work with a fee-only firm from the beginning of his professional career because he is a firm believer that clients need objective financial advice that is not tainted by a hidden agenda to sell products.
Curtiss develops comprehensive financial plans to help clients set the right financial goals. He then meets with them twice a year to help them work towards those goals, monitor progress, and reevaluate their position. He seeks to build long term relationships with clients as he helps them cultivate and preserve wealth while having peace of mind along the way. His services include: retirement planning, investment management, company retirement plans, insurance evaluation, and estate, tax, and education planning.
To learn more about Net Worth Advisory Group visit http://networthadvice.com.
Net Worth Advisory Group can be phoned at (801) 566-6639 or visited online at http://networthadvice.com. For further information contact Lon Jefferies at firstname.lastname@example.org.
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Fee-Only Financial Planner
Net Worth Advisory Group
9980 South 300 West, Suite 110
Sandy, UT 84070