Nicholas A Curtis, ChFC®, CFP®

Financial Advisor

  • Office 614-222-6070
  • Fax 614-221-0235

News

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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These Lesser-Known, Affordable Vacation Spots Will Thrill Your Family

Here are 5 lesser-known, but still amazing vacation spots — and what to do while you’re there.

Here’s What’s in the Republican Tax Plan That Could Affect You

The Republican tax plan would overhaul everything from tax rates and brackets to deductions to the corporate tax rate. Read more.

5 Ways to Make Your Money Work For You

Watch this video to learn the five basic actions that are key to the best financial plans. VIEW NOW

HOW TO TAKE CONTROL OF YOUR STUDENT DEBT

You have plenty of repayment options available, but how do you know which one is right for you?
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The Ultimate Guide to Finances in Your 30's

The Ultimate Guide to Finances in Your 30's

How to make your money work for you.

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The Power of Excellent Credit

Learn the financial impact of "good" vs."excellent" credit. Download your guide.

Changing Jobs? Options for your 401(K)

As you make the move to a new job, consider the options for your 401(k) to make the best decision for your financial situation. Watch now.

Changing Jobs? Your Top 5 Financial Considerations Beyond Salary

Learn how to assess a new job’s benefits, protect your existing assets, efficiently roll over your 401(k), and more in this free white paper. It also includes worksheets for evaluating major insurance benefits.

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Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

Finances in Your 30s: A Start-to-Finish Guide

From saving for your first home to investing in your future. Read more

Money and Marriage A Guide to Combining Finances

How to tackle everything from joint bank accounts to budgeting to taxes. Read more

 

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