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Curtis J. Nagai, CFP®

Curtis J. Nagai, CFP

320 Andover Park E
Ste 102
Tukwila, WA 98188
Phone: (206) 575-3424
Fax: (206) 575-3022

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Household Income Minimum: $50,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.