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My Story
After a successful corporate career in the financial services industry, Curt wanted to build a different model to work with clients. Uncomfortable with charging clients 1%+ in “advisory fees” and recognizing how difficult it can be to get an “independent” insurance review, AMA was created to be a truly independent financial services firm that can help you optimize your financial picture. Specializing in household financial matters, clients appreciate his ability to simplify complicated financial situations and educational approach.
Services we provide
As a Certified Financial Planner™ professional, fiduciary, and independent insurance agent, I provide comprehensive financial planning, personalized insurance solutions, and expert investment advice tailored to your unique goals.
As a fiduciary, I am committed to acting in your best interests at all times, offering transparent, objective guidance to help you make informed decisions about your financial future. Whether you're preparing for retirement, optimizing your investments, or protecting your family with the right insurance coverage, I am here to guide you every step of the way with expertise and care.
Insurance Planning
Independent Insurance Review
Too many people underestimate the importance of insurance. It is often one of your largest expenses and it is protecting your most important assets. As an independent insurance agency, we shop many highly rated carriers on your behalf at no cost to you.
Financial Planning
What are your goals?
Its hard to accomplish anything without a plan. Here are some of the goals we can help you accomplish.
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401k or Retirement Plan Review and Forecast
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Budgeting/Cash Flow Analysis
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Social Security Review
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Retirement Income Planning
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College Planning
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Estate Planning
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Life Insurance/Annuity Review
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Investment Review
Does Hourly Financial Advice make sense for you?
When it comes to financial planning, many people assume they need to commit to long-term advisory relationships or pay high fees based on assets under management (AUM). However, an increasingly popular alternative is hourly financial advice—a flexible and cost-effective way to get expert guidance tailored to your specific needs. Here’s why hourly financial advice is a smart choice for many individuals and families.
Partners
