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5925 Nall Avenue

Mission, Kansas 66202

 

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Main: 913.319.8990

Toll Free: 1.866.510.8261

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DISCLOSURE:

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Curtis & Associates, INC. here.
Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA). Neither LSF nor LSA are affiliated with Curtis & Associates, Inc.

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wealth transfer & Estate Planning

As your financial planning needs evolve, you want to take advantage of opportunities at every stage of your life.

 

Life insurance as an asset class can help you maximize wealth transfer goals by using an uncorrelated asset to enhance the transfer of wealth.

The protection of your assets and wealth for current and future generations through comprehensive planning is an important priority in estate planning.

 

Our volatile and shifting tax and legal environment means that having a planner who understands the impact on you and your family is critical. We have experience with large and complicated planning scenarios and will work with you to ensure the best possible outcomes.

 

The power behind the most successful strategies lies in working with someone who understands you and your unique situation, and can identify and access the right products and strategies.

 

At Curtis & Associates we view ourselves as problem-solvers as opposed to product-pushers.

 

We do not sell proprietary products, which means we are not influenced by a preconceived solution.  

 

Our carrier relationships are second to none, offering the choice and diversity of product offerings that lets us select the strategy and solution that works for your goals.