Your Financial Prosperity Starts with YOU

We are here to be your Financial Partner and optimize your entire financial picture

AMA = Ask Me Anything

Our goal is to help you understand your complete financial picture through education and a bottom up financial review. This model enables us to save clients thousands of dollars a year in premiums and fees.

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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

There is so much more to financial planning than portfolio management. We invest in relationships first and want to make sure we understand every client situation like it is our own. So, how can we help?

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.

Budgeting/Cash Flow Analysis
Social Security Review
Retirement Income Planning
College Planning
Estate Planning
Investment Review

Investment Management

Does your portfolio reflect your current situation and goals?

Tools we can use:

Mutual Funds
ETFs
Institutional Money Management Strategies
Stocks/ Bonds
Annuities