Financial planner Jacob Curtis – Financial Advisor, Ameriprise Financial Services, LLC 2900 W Horizon Ridge Pkwy STE 201, Henderson, NV 89052

At Ameriprise Financial Services, LLC, financial planner Jacob Curtis specializes in providing expert financial advising tailored to your unique needs. Based in Henderson, NV, Jacob is committed to helping clients navigate their financial journeys, whether it's through retirement planning, investment strategies, or wealth management. To learn more about how Jacob can assist you in achieving your financial goals, we invite you to call (702) 992-6300 or visit the official website.

Services Offered

  • Retirement Planning
  • Investment Strategies
  • Wealth Management
  • Tax Planning
  • Estate Planning

How Engagements Work

When you choose to work with Jacob Curtis, you can expect a personalized approach to your financial planning. Initial consultations typically involve a comprehensive discussion of your current financial situation, future goals, and any concerns you may have. Jacob will then work with you to develop a tailored financial strategy that aligns with your aspirations.

Documents to Bring

For your first meeting, it can be helpful to bring the following documents:

  • Income statements (pay stubs, tax returns)
  • Investment account statements
  • Retirement account statements
  • Insurance policies
  • Any other relevant financial documents

Compliance Notes

Jacob Curtis adheres to all regulations and compliance standards set forth for financial advisors, ensuring that your financial information is handled with the utmost confidentiality and professionalism.

Frequently Asked Questions

  • What is a financial planner?A financial planner is a professional who helps individuals and businesses create strategies to achieve their financial goals.
  • How do I know if I need a financial planner?If you're unsure about your financial future, have complex financial situations, or simply want guidance to reach your goals, a financial planner can help.
  • What should I expect in my first meeting?Your first meeting will involve discussing your financial situation, goals, and any questions you may have so that a personalized plan can be created.
  • How are financial planning fees structured?Fees can vary, typically based on a flat rate, hourly rate, or percentage of assets managed. Be sure to ask about this in your initial meeting.
  • Can I manage my investments on my own?Yes, many individuals choose to manage their investments independently, but a financial planner can provide valuable insights and strategies.
  • How often should I meet with my financial planner?Regular meetings, at least annually or biannually, are recommended to review your financial plan and make adjustments as needed.
  • What types of clients do you work with?Jacob works with individuals, families, and businesses looking for comprehensive financial planning services.
  • Is my financial information kept confidential?Yes, all client information is treated with the highest level of confidentiality and security.

Informational only — not legal, financial, or insurance advice.

 

Financial planner Jacob Curtis – Financial Advisor, Ameriprise Financial Services, LLC
2900 W Horizon Ridge Pkwy STE 201, Henderson, NV 89052
(702) 992-6300
https://www.ameripriseadvisors.com/jacob.j.curtis/

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