Retire on your own terms

Invest intelligently and retire on your own terms.

Where is your life leading you?

And do you have a financial plan to help you get there – on your terms?

The greatest fear for many is that they will work for decades, and have no plan for that day we all deserve – to stop. Instead of relying on Social Security, you can plan. We are your partner in that planning. 

Because life is about family

Your job pays the bills. That’s all it’s meant to do.

But thankfully, there are ways to use that income over your working life to ensure you never have to work again, and won’t be dependent upon anyone.

Invest for your future, and theirs

Our clients are investing for their own peace of mind. Part of that, is knowing that their children will be free to pursue their own dreams as well.

Invest the EQB way

Josh Curtis, expert retirement planning and tax advisor.

A message from our CEO

Congratulations on taking this step in your retirement plan. Depending on which study you read, the majority of Americans are either way behind, or significantly behind, in their savings for retirement. But you won’t be.

Some studies say that 7 in 10 expect to work until well into their 70’s. Others say that 50% of 55-64 year olds have saved nothing at all. And while this next stat may seem good, I still find it concerning – only 1 in 6 have saved $1,000,000 or more. That may sound like a lot. But that is not nearly enough to fund 30 years of financial freedom in retirement. This is our mission as a firm. Not to provide you an acceptable or adequate retirement – but a retirement that is both worry free and financially free.

It is now my responsibility to prove to you how much your financial security means to me.

Throughout the years and decades that we work together, you will never find another investment advisor who’ll care more about you and your family, or who’ll be more deeply committed to the realization of your financial goals.

Josh Curtis, CEO

Our investment philosophy

We believe in history, not speculation.

Our investment philosophy is backed by 80 years of consistent data. We aren’t fortune tellers or used car salesmen. We advise what we believe in – we advise what we ourselves invest in.

When we say that we invest your money like it is our own family. We mean it. Because it’s how we are investing our own and our families money.

If you’d like to learn more, you should speak with our advisors. They could talk all day about the decades of data that prove the best method to beat trend line inflation over a working life and then into retirement age…

But if you’re like most people, you’ll skip the 50 hour lecture and just say – “take care of my retirement and make sure I don’t run out of money when I’m 90.”

The next step

Contact our team and have a conversation.

Brief Call With Our Team

Schedule a time to talk or simply give us a call. Our team of advisors and consultants have only one mission – helping our clients.

Complete A Questionnaire

What are you trying to achieve in retirement? Where are you currently at financially? What are your family and financial goals?

Receive Financial Advice

You’ll then receive advice from our advisors. From there, and with their help, you can decide if you would like to come on board as a client.

This entire process is risk free

Our promise to you

You will never find another investment advisor who’ll care more about you and your family, or who’ll be more deeply committed to the realization of your financial goals.

Josh listens. He cares about what matters most to his clients. He works his butt off. And he always, always acts with the utmost integrity and discretion. You can trust Josh to do what is right, not what is merely expedient.
Tim Richardson
Founder & CEO, Enliven
Josh's work is second to none. I had no idea that the strategies in which he specializes even existed.
The Honorable Katherine McCary
Founder & CEO, C5 Consulting
Josh states his value proposition as "dramatically improving organizational and individual finances." Dramatic is an understatement. His analysis and advice are as good as it gets.
Dr. Toni Cleveland
CEO, Higher Education Research & Development Institute