Cassidy Curtis
I grew up in Denver, CO and as a lifelong Broncos and Rockies fan, I spent countless weekends cheering them on at games, fostering a deep love for sports and community. My dedication on the field earned me a full-ride athletic scholarship to Eastern Washington University, where I not only pursued my education but also met the love of my life, Katrina. We’ve been together for over 11 years and are about to celebrate our 8th wedding anniversary.
After completing my collegiate career, my wife and I returned to Denver, where I continued playing football professionally. I played in the CFL for three years, beginning with the Edmonton Eskimos (now Elks) in 2017 and concluding with two seasons as a member the BC Lions. I officially retired from football in 2019 and transitioned into the professional world, starting my career in sales.
In May 2020, Katrina and I found our paradise here in Florida. This chapter of our lives has been one of growth and gratitude.
In February 2023, I launched my career in financial services and I haven’t looked back since. Football instilled in me the mindset, character, and integrity of a protector. Now, I bring that same protective mentality to my work as a Financial Specialist. My mission is to help clients build protected wealth, ensuring that life’s unexpected challenges become economic non-factors for them and their families. Just as a quarterback relies on a strong offensive line, I strive to provide my clients with the protection, tools, and resources they need to achieve their dreams and goals.
My approach is rooted in providing clarity. I work closely with my clients to guide them through financial decisions, ensuring they avoid unexpected or unintended consequences. Whether it’s building a comprehensive financial strategy or navigating specific challenges, I am committed to empowering my clients to take control of their financial futures with confidence and security.
Planning for Business Owners
Our strategies are designed to protect that which you have built, while helping you to maximize your opportunities and the value of your business.
We specialize in working with business owners in three distinct areas: Asset Protection, Wealth Building and Exit Strategies. We have found that our ability to help clients define their vision, goals and risks has a great impact on how they approach their finances going forward, and can help them reach their financial goals.
Disability Insurance
Your ability to earn income is the single greatest asset on your balance sheet. Your entire plan is predicted on whether or not you can work. Disability Insurance, or "Income Insurance," is the most important financial decision you will ever make. It is Chapter 1 in your financial playbook.
Disability Insurance can be complicated. Our goal is to make it as simple and easy as possible. Through education and information, we will ultimately empower you to make the most appropriate decision possible.
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