Overview

Financial Freedom...We help our clients make money, save money, get out of debt and build a tax-free retirement strategy! ➡️ 𝐎𝐔𝐑 𝐌𝐈𝐒𝐒𝐈𝐎𝐍: Our goal is to provide you with fair policies, reliable advice, and a sense of security that will help your family 𝐥𝐢𝐯𝐞 𝐰𝐞𝐥𝐥 𝐚𝐧𝐝 𝐭𝐡𝐫𝐢𝐯𝐞! ➡️ 𝐖𝐇𝐀𝐓 𝐖𝐄 𝐃𝐎: We provide financial security to families, and career opportunities to individuals who are looking to 𝐭𝐚𝐤𝐞 𝐜𝐨𝐧𝐭𝐫𝐨𝐥 of their financial futures, 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐥𝐞𝐠𝐚𝐜𝐲 for their families, & 𝐝𝐞𝐯𝐞𝐥𝐨𝐩 their leadership capabilities! We help people make money, save money, and get out of debt! ➡️ 𝐇𝐎𝐖 𝐖𝐄 𝐃𝐎 𝐈𝐓: We sit down with our clients and educate them on the following topics: ✔️ 3 Ways Money Grows ✔️ 5 Homes of Money ✔️ The Power of ZERO ✔️ IRS Tax Codes: 7702, 72(e), 101(a) ✔️ Life Insurance For 𝐋𝐈𝐕𝐈𝐍𝐆 Benefits ✔️ The Guarantees of Fixed Indexed Annuities We then provide them with a 𝟏𝟎𝟎% 𝐅𝐑𝐄𝐄 Financial Lifestyle Strategy that maps their goals and timeline for retirement, which allows us to provide accurate recommendations! Lastly, we create and implement a strategy that is customized to our clients that 𝐞𝐧𝐬𝐮𝐫𝐞𝐬 𝐭𝐡𝐞𝐢𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 & 𝐟𝐫𝐞𝐞𝐝𝐨𝐦! ➡️ 𝐖𝐇𝐀𝐓 𝐌𝐀𝐊𝐄𝐒 𝐔𝐒 𝐃𝐈𝐅𝐅𝐄𝐑𝐄𝐍𝐓: ⭐️ We are 𝐇𝐈𝐆𝐇𝐋𝐘 specialized in the field of providing clients 𝟏𝟎𝟎% 𝐆𝐔𝐀𝐑𝐀𝐍𝐓𝐄𝐄𝐃 tax-free wealth strategies that create generational wealth! The best part is… 𝙀𝙑𝙀𝙍𝙔𝙏𝙃𝙄𝙉𝙂 𝙒𝙀 𝘿𝙊 𝙁𝙊𝙍 𝙊𝙐𝙍 𝘾𝙇𝙄𝙀𝙉𝙏𝙎 𝙄𝙎 100% 𝙁𝙍𝙀𝙀! ❌ NO fees or upcharges ❌ NO hidden expenses ❌ NO management or consulting fees To learn more about how I can help you reach your financial goals, please send me a direct message through LinkedIn or contact me below: ☎️ (301) 524-3970 (call or text) 📧 cnarv.php@gmail.com 📅 https://calendly.com/curtnarvesen/financial-strategy-session Tax Minimalization| Financial Literacy | Retirement Strategies | Personal Finance