Chambers Financial Group
Affiliated with LPL Financial
Strong reasons make strong actions. Shakespeare
Curtis provides guidance and a personalized process to help you work toward your defined objectives. These may include building retirement savings and becoming work optional, college planning, or complex estate strategies.
Our Bridge Process™
Curtis utilizes a wealth management approach he has developed to help his clients pursue their goals - we call it the Bridge Process™:
Design (Assess, Evaluate, and Develop Written Plan)
Step two: Construct and Deploy (Implement portfolio plan)
Step three: Rejuvenate (Monitor, Review, Adapt)