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Welcome

wealthfortifier

Fortify Your 
Family For
Generationsâ„ 
Dale Raymond Curtis

                        "Relationships are sacred,
                      hold them above all else." ~DRC
 
"Hello and Welcome. My name is Dale Raymond Curtis and I believe relationships come first in life, then everything else--our family and friends are a gift from God and we are meant to be here for one another. 
 
For over 35 years I have been helping people prioritize 
their relationships first. The last 10+ years, I have worked with pastors, professionals, and 'preneurs (entrepreneurs) helping them to become wealthfortifiers by creating generational wealth transfer plans for their families.
 
Take a look at the Sample Financial and 
Retirement Portion of this Wealth Fortification Plan. The completed plan incorporates financial, retirement, and investment plans along with an estate plan to fortify families for generations. Please complete the form below and we will contact you to schedule a time to meet and begin the wealth fortifying process for you and your family." 

We appreciate the time and effort you are putting into finding a wealth professional. It can prove difficult trying to find someone you trust with something as important as your family. We appreciate the opportunity to assist you in your quest to find the best advisor fit for your situation.  Here are a few fast facts about us:

1

We are big planners here and we have been assisting clients since 2011 with fortifying their wealth--we welcome the opportunity to do the same for you.  See Sample Financial and Retirement Section of a WealthFortâ„  Plan

2

Why do we do what we do?  First of all, we love ministering to the financial needs of others.   In addition, our goal is to fortify your family's wealth for generations so that you can focus on the things most important to you--your faith, your family, and your relationships.

3

"Always do what is right and best for the client," is more than our fiduciary responsibility, it's our core value.  From the start, we took this approach, not only because it was expected, but because doing right is never wrong--and placing our client's best interests first is always right. We have been providing wealthfortifiers' financial advice for many years and this has always been our standard.

4

We believe in continuous improvement, for both ourselves and those around us. We pursue knowledge and understanding, not to puff ourselves up but to improve the services we provide to our clients and ultimately, to have a fortifying impact on them and their families.   

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Temecula, CA

The information, suggestions, and recommendations included in this material are for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. WealthFort, Inc. and HBW Advisory Services, LLC will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an  “as is” basis and entirely at your own risk.  Additionally, WealthFort, Inc. does not guarantee the performance of any investment or insurance product. Insurance products are offered through HBW Insurance & Financial Services, Inc.,  a licensed insurance agency and affiliate of HBW Partners.  HBW Insurance & Financial Services, Inc. and individual advisors affiliated with WealthFort, Inc. receive commissions on the sale of insurance products.  Clients are not required to purchase recommended insurance products or to otherwise implement financial advise through WealthFort, Inc. or its affiliates.  WealthFort, Inc. investment advisory services are offered through HBW Advisory Services LLC.  HBW entities are located at 3355 Cochran St., Suite 100, Simi Valley, CA93063, (800) 473-3856.  HBW Advisory Services, LLC is a registered investment advisor with the SEC.  Their registration with the SEC or with any state securities or insurance authority does not imply a certain level of skill or training.  The U.S. Federal Government, nor its agencies listed herein, endorse Dale Raymond Curtis, HBW entities, or WealthFort, Inc.  Dale Raymond Curtis is an Investment Advisor Representative and Insurance Agent--CA Ins. Lic. #0i22636.  HBW Insurance & Financial Services, Inc., dba: HBW Partners, HBW Securities LLC and HBW Advisory Services, LLC, and WealthFort, Inc. are separate entities which do not offer legal or tax advice.

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