Jeremy Curtis (CFP®, JD, MSPFP)

Jeremy Curtis focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

  • Business Owners: retirement, estimated business valuation, business exit planning, business succession, family business transfer
  • Advanced Income & Estate Tax Strategies: lifetime income tax saving strategies, trusts, gifting, philanthropic planning, wealth transfer maximization, tax mitigation strategies, tax location of assets, tax-diversification, tax-efficient accumulation and distribution ordering, “Where should I put the next dollars? Where should I take the next dollars from?”
  • Asset and Income Protection: personal and business asset protection, inheritance protection (from in-laws, creditors of children, etc.), limited liability entities, irrevocable trusts, contractual financial strategies (insurance coverages, etc.)
  • Retirement: personalized modeling of your entire financial world, creation of “portfolio paycheck” income, “Will I run out of money? How much can I spend? When can I retire? How long will my money last?”
  • Peace of Mind Portfolios (Investment Management): plan-driven personalized portfolio design, dedicated portfolio theory, asset-matching and selection based on plan-derived cashflow needs, retirement “war chest” design (to minimize stress and enhance peace of mind through changing financial environments), benchmarking to customized “critical path” (projected lifetime minimum portfolio balances required to meet projected future financial goals)

Additional Information

Jeremy has a juris doctorate (law) degree, masters in financial planning, and is a Certified Financial Planner®. He has extensive experience as a tax, estate, and business planning consultant with a Fortune 100 financial institution. He has served as the head of high net worth wealth planning for multiple regional wealth management firms. He is also a co-founder and CEO of Lightstone Wealth Planning Solutions, a fee-only financial planning and investments firm. His experience ranges from individual retirement planning to highly sophisticated estate tax planning for families worth hundreds of millions of dollars. Jeremy has worked on over 1,000 cases, including hundreds of taxable estates, hundreds of business owners, and hundreds of millionaires. He has consulted on clients' planning all over the country ranging from Alaska to California to Texas and the Midwest. He has presented to advisor groups in-person in New York City, Dallas, Austin, Boise, and Sacramento, and virtually to many locations throughout the U.S. Jeremy has presented to and trained other advisors for years in many different forums ranging from smaller groups to very large conference center audiences numbering in the thousands. He has a gift for taking the complex and helping to make it clear. Jeremy has also authored several self-published books on legal and financial planning topics.

NAPFA Start Date

April 19, 2023

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

2750 FM 1463 RD Ste 150 PMB 1009 Katy, TX 77494 Phone: +1 (832) 365-3951