Your Future is Now

Goals are something everyone should have. Curtis Estes believes not just in having them, but in writing them down, as well. "You can lead your life by design or lead your life by default," says Curtis.

Whether your financial goals entail saving for your retirement, your children's education or just anticipating and preparing for life's best – and worst – scenarios, when you write down your financial goals, your mind goes to work, and opportunities present themselves.

Don't live your life by default. Let Curtis Estes help you identify ways to reach your financial goals, and let your goals inspire you to become who you want to be.

Curtis Estes is the author of three motivational books including Your Life by Design, Smart Money, and Family First How to be a Hero at Home.

For Individuals

Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, Curtis Estes will let you know where you stand relative to where you want to be, and provide you with specific solutions for education funding, retirement solutions, wealth accumulation and risk management, that can help make your goals a reality.

For Your Business's Key Employees

Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Executive benefit products are designed to retain key employees using innovative funding solutions. Contact Curtis Estes to receive world-class, customized solutions for your business situation.

For the Small Business Owner

Curtis Estes helps small business owners attract, retain and retire great people through the creative use of benefits. Let Curtis Estes help you manage your employee benefits.

My Mission

When I spend time helping clients define their goals and dreams, and develop solutions to achieve those dreams, I've provided value.

- Curtis Estes


Northwestern Mutual News

Northwestern Mutual ranks first in customer satisfaction
Northwestern Mutual ranks #1 in customer satisfaction among U.S. life insurers for the third consecutive year.

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Curtis R Estes

Curtis R Estes, CFP®, CLU®, ChFC®

Wealth Management Advisor

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