Curt Clegg CFP®
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?
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.
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
Does your portfolio reflect your current situation and goals?
Tools we can use:
Institutional Money Management Strategies