For Savvy Investors, Their Families and Their Businesses


There are very important principles about money, and they are not as scary as you think.  With the right plan for your finances you can enjoy the present and look forward to the future without fear of apprehension.  We are here to help our professional athletes, business executives and those planning for retirement make their most important financial decisions.  Whether you need a financial plan or asset management expertise.  Don't wait, let's talk today.

Curtis Randle El offers the following products and services:

  • Private Comprehensive Wealth Managment
  • 401(k) Rollovers Services
  • Investment Management Services
  • Financial Goal-Based Planning
  • Tax Planning
  • Insurance Planning including Long-Term Care
  • Employer Retirement Plan Consultant
  • Pension Plan Consultant