Why Choose Curtis Financial Services

Curtis Financial Services's objective is to help you preserve and grow your hard-earned assets. To give your long-term financial plan the best chances of success, you are going to need access to some of the world's leading money managers and mutual funds managers. We can assemble the top independent money managers and mutual fund managers from around the globe, and put them to work for you in a single portfolio. Our goal every day is to make sure our clients feel confident and comfortable in the management of their assets.

A few characteristics that set us apart include:

• We are fee-only, which means we take no commissions and are objective in our analysis and recommendations.

• We value long-term relationships with our clients, serving more than 200 clients nationwide, including corporate executives, professionals, small businesses, families, and family trusts.

Curtis Financial Services 2213 2nd Avenue Muscatine, IA 52761-3710 Phone: (563) 264-2870 Fax: (563) 264-5492 e-mail: curtisfinancial@curtisfinancialservices.net

Curtis Financial Services 3728 Spoonbill Ct. Punta Gorda, FL 33950 Phone: (563) 299-1060

Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of CO, FL, IA, IL, TX, VA, WA. Advisory Services available in all states upon request. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Curtis Financial Services are not affiliated. Cambridge’s Form CRS (Customer Relationship Summary)