Curtis A. Smith
(CFP®)
This advisor specializes in the following areas of expertise:
- Helping Clients Identify & Achieve Goals
- Ongoing Investment Management
- Advising Medical Professionals
- Retirement Plan Investment Advice
- Planning Issues for Business Owners
- Insurance Related Issues, including Annuities
Planning Specialties
Interactive Capital Management is a safe place to talk about your money. We’re your “money people”. You might talk about most anything else to everybody else – but not about your finances. It is a private subject. Due to its privacy, sometimes you don’t know who to talk to about it. That’s the role we serve – we’re the people our clients talk to, to help them plan for what their money can do. Our clients work with us for the long haul. They drive us, they get our focused attention…and we help make sure they have plans and resources to live the way they want to. Who do you talk to safely about your money?
Additional Information
EXPERIENCE defines Interactive Capital Management and its CFP® practitioners. Through our combined 30 years of practice, the firm’s planners have witnessed the positive results of comprehensive financial planning, both in our client’s lives and in our own. Children have been educated, retirements have been secured, elderly parents have been cared for, businesses have grown and transitioned, and individual dreams have been accomplished. The firm’s clients are accomplished, busy individuals. Clients’s retain the firm to ensure their financials are and remain in order. Interactive Capital Management’s services work best for small business owners, professionals, corporate executives, specialty and general dentists, physicians, and active retirees. Recognizing their own expertise lies in areas other than their personal financial matters, they have sought out the best professional business relationship in order to manage and optimize their affairs on an ongoing basis. The firm has been blessed with many long-term relationships dating to the beginning of our practice. We look to build committed lifetime relationships with our client families. Our caring, coaching and wealth management services help individuals realize their dreams. Interactive Capital Management…is a safe place to talk about your money.
NAPFA Start Date
September 17, 2007
Industry Start Date
August 01, 1980