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Kim Curtis

Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. This model is the cornerstone of her firm’s holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.

Author's Publications on Amazon

'Money Secrets' provides a front-row seat to what the financial industry doesn't want you to know about investing, from an insider who believes you deserve the truth.
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Retirement Secrets is a book on how to enjoy life in retirement. This book reveals why your retirement becomes the beginning of a new you, a new life.
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