Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. Learn more about our team by exploring these links.
Meet the Team at NetWorth Financial Services
Contact us today!
Let us help you create a wealth strategy that supports your life’s vision.
Reagan Curl, CRPC, CMFC, AIF®
CEO, President, Financial Consultant
Reagan Curl, CRPC, CMFC, AIF®, has been enthusiastically committed to providing personalized wealth management solutions to his clients for nearly two decades.
Robert Ostapower, CPA, CFP®
Tax & Financial Planning Professional
Bob has over 20 years of experience in financial services and is both a CPA (Certified Public Accountant) and a CFP® practitioner or CERTIFIED FINANCIAL PLANNER® practitioner.
Kelley Curl
Compliance Coordinator
Kelley oversees and coordinates all aspects of compliance within our operations including account administration, portfolio management, and all aspects of regulatory reporting.
Sheila Hall
Office Manager
Sheila Hall ensures our clients receive exceptional client service as well as manages all account administration and office management. She will gladly assist you as your first call on any matter.
Our Expanded Partnership with Others
Because your financial situation is often complex, we work collaboratively with other professionals to design and implement the strategies that will help you to achieve your goals. We rely on a network of professionals who provide technical advice as required.
The professionals we work with include, but are not limited to:
- Estate Attorneys and Lawyers
- Certified Public Accountants and Tax Professionals
- Mortgage Brokers
- Real Estate Agents (Commercial and Residential)
- General Insurance Agents
It’s profoundly important that all of your professionals are communicating and working together to ensure your goals are being met in the most effective ways possible. Consider us to be your main contact as we put together and manage the team of professionals that can manage your financial life.
Services From:
NetWorth Financial Services
Getting Started:
How the Process Works
Getting started is easy with Phase I—discovery. We start by uncovering your most heart-felt goals and desires for yourself and your family, followed by Phase II the creation of a customized strategy just for you. From there we meet and refine your strategy, then move forward to implement. Throughout the year we monitor & adjust, meeting annually to formally review. In fact, the process of working together is circular and designed to last throughout your lifetime as your family goes through marriages, births, deaths and other life events that require a change of plan.
Explore the Many Aspects of NetWorth Financial Services
Contact Us:
Schedule a Complimentary Meeting
We would love to meet with you to discuss your financial situation and your retirement. We invite you to contact us, give us a call at (678) 319-0111 or fill out this form and we will reach out to you as soon as possible. We look forward to meeting you.
