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click below to access our favorite free resources and trainings!

Personal Economic Model

The Personal Economic Model® is a picture that can visually communicate the purpose for every financial product developed and illustrate every financial strategy.

Mortgages

Check out  thisshort video to learn truth about mortgages and the best way to have home paid off

Circle of Wealth

If what you thought to be true about money turned out NOT to be TRUE  when would you want to know?

Retirement. Are you ready?

Retirement planning doesn't have to be complicated. Watch this video to see a calculation approach that is quick and intuitive.

Private Reserve Strategy

A Strategy Designed To Help Develop Or Improve One Financial Position By Avoiding Or Minimizing Unnecessary Wealth Transfer Where Possible And Accumulating An Increasing Pool Of Capital Providing Accessibility And Control.

10 Minute Lesson on life insurance

Life Insurance is complex financial product. Watch this video for education walk-through of how it works and it's potential benefits. 

Your Bank

What is most powerful bank in the world? Learn in this video how banks make money and you can take advantage of their business model. Learn to be the bank not a customer of the bank.

CRM - FREE Trial

Are you in sales or business you need to manage your relationship check this free trial to on of my favorite business tool Less Annoying CRM

Qualified Plans

The truth about qualified plans. Are you financing your future or the governments?

Paying for College - Important Decisions Ahead

Paying for College - Important Decisions Ahead Watch this video to learn a few key steps

Club vs Swing

What the difference between a process and product?
With money we people focus tactics vs a strategy

The Path To Lasting Wealth

Curtis has helped many entrepreneurs by utilizing a principles- based planning approach to accomplish their financial goals.

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REI mastermind network podcast

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My Favorite Books

The practical wealth 3 part framework for wealth building

Take Control Of Your Financial Present And Start Preparing For The Future

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