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Curtis May is a Financial Representative at Alpha Omega Wealth, dedicated to empowering families and businesses in their financial journeys. As a financial coach, he focuses on helping clients achieve safety and freedom through effective money management strategies.
Curtis defines financial freedom as passive income exceeding expenses, contrasting traditional advice that benefits Wall Street. He focuses on cash flow control, saving 15-20% of revenue, maximizing insurance protection, and long-term wealth growth. To ensure clients stay on track, he conducts quarterly check-ins and targets those seeking work-optional income who are coachable and donβt require significant assets.
Curtis addresses client challenges like market unpredictability, lack of financial control, and inadequate protections. He emphasizes cash flow management with fixed profit and tax allocations, advocates using permanent insurance for liquidity, and encourages investing in one's business over fund managers. He also focuses on financial literacy to educate future generations about wealth creation.
Curtis emphasizes leveraging entrepreneurship for cash flow and promotes a shift from traditional strategies to active wealth generation. He also invites engagement through his free financial IQ scorecard and strategy sessions, highlighting his commitment to providing value without sales pressure.
π I highly suggest you watch this entire exchange between Curtis May and βοΈTodd Westra π
π If you're looking for tips and strategies to grow and scale your business, this episode is for you!
π Connect Curtis May with and watch the full episode in the comment section below! π
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Ways to connect with Curtis May:
π Website: http://practicalwealth.net/
π Website: https://alphaomegawealth.com/
π Personal LinkedIn: https://www.linkedin.com/in/curtismay/
π Personal Instagram: https://www.instagram.com/curtismay4766/
π Company Facebook: https://www.facebook.com/findoutmorenow
π YouTube: https://www.youtube.com/channel/UCYtdLCckUCeuc7inedJcX-A
π Company LinkedIn:https://www.linkedin.com/company/alpha-omega-wealth/
I highly suggest you watch this entire exchange between Curtis May βοΈTodd Westra π
If you're looking for tips and strategies to grow and scale your business, this episode is for you!
Full episode details here: https://links.growthandscaling.com/451
1. Subscribe and Listen to β The Growth and Scaling Podcast with Todd Westra β
2. Supercharge your growth and tap into the wisdom of others. Schedule a pre-podcast call today. π https://content.toddwestra.com/
3. Join our CEO peer advisory board and be part of a supportive community of like-minded leaders. π β https://captainscouncil.com/homeβ
4. Maximize LinkedIn outreach. Join our webinar for solutions to time constraints in connecting and engaging with desired prospects. π β https://www.linqed.ai/β
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