Randy Kurtz (CFP®)

Randy Kurtz focuses in the
following client markets or areas of practice:

Baby Boomers

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

Clients don’t hire us to make them wealthy. They hire us to keep them that way. We aim to keep you on pace, and to remove the worry of “Will I have to go back to work?” When you retire, we employ strategies to help you not get killed by taxes We work with people in or near retirement, who are dealing with issues like the timing of claiming Social Security benefits, cash flow analysis, estate planning issues, how to coordinate the liquidation of the retirement accounts and brokerage accounts to replace their paycheck and sustain retirement spending. All while aiming to reduce portfolio risk.

Additional Information

I strive to create exceptional value for clients with a quarterly schedule of deliverables so that you are always getting more than your money's worth.