Kim Curtis Email & Phone Number

"This book is truly not just another retirement book. Retirement Secrets is about Your LIFESTYLE and holistic well-being. Highly recommended." -Pam Krueger, Founder of Wealthramp and Co-host of MoneyTrack series on PBS"Money Secrets is an absolute must read for anyone who is considering firing their present financial advisor or working with an advisor for the first time. Money Secrets reveals important questions you should be asking an advisor or they should be asking you."- Paul Merriman, Wall Street Journal MarketWatch contributorKim brings clarity to her client's most complex issues. With her rich background in negotiation and mediation, as well as legal and extensive financial education, she offers successful individuals and families a multi-disciplined approach to wealth management, investment management and family dynamics. Her work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This innovative model is the foundation of the firm and its ability to support the highest planning goals of clients.Kim is also an award-winning author of the best-selling book, Money Secrets: Keys to Smart Investing. Money Secrets pulls back the curtain on the financial services industry to reveal why smart people make bad investment mistakes.➨➨ Please visit WealthLegacyInstitute.com for your free copy of the Fiduciary Oath to have your financial advisor sign, so they have YOUR "best interests" ahead of their own when working together.

Listed skills include Wealth Management Services, Strategic Financial Planning, Retirement Planning, Portfolio Management, and 32 others.