With his advice, we have made my portfolio much safer from market risk and creditors. The level of service from Curtis and his staff far exceeded my expectations.
-Rex Pritchard, MD
A THANK YOU: We are so grateful to you and your staff for caring about our financial future and being so helpful in handling our investments. The service you have provided to coordinate and protect our money has been greatly appreciated! We always know you have our best interest at heart. Daddy and Mother are also very pleased with your concern and care regarding their finances. Best wishes to you and your staff.
- P. & J. Ellis
Curtis Blair is a gentleman of high integrity and has been informative and helpful without high pressure. I happily recommend The Blair Group.
-John F. Hudnall, MD
KNOWLEDGE: Other companies had turned down my wife because the "salesman" did not know how to handle what she had. You said that you were a Certified Senior Advisor, not a "salesman" and that you would exhaust all efforts to get us a Long Term Care Policy with a good company. You researched fibromyalgia, talked to several underwriters and placed us with Equitable. We are so happy that you took the time and had the ability; through one of the several companies you represent, to get this done.
- J. & M. Willis
I believe I now have a safe plan and a secure retirement portfolio. I don't worry ever and sleep better at night. I am pleased to recommend the services of Curtis and his firm.
-Jonathan S. Vordermark, MD
A GREAT HELP: I am an 81-year-old widow that hates talking to salespeople. When I set the appointment with your secretary, I was so mad at myself for doing that. That was certainly not my usual way. I had talked to brokers and other financial people before and they wanted to take my money and put it into some risky fund. Your planning makes sense in that it gives me security, growth, and most of all peace of mind. I recommend you every time I can.
- N. Franklin
Curtis not only designed and presented a plan that safeguards my asset base, but one that will also provide for a secure retirement.
-Somkid Sridaromont, MD
ANNUITIES: My wife and I could not qualify for Long Term Care and I thought you were not going to be able to help us. However, you left your flyer "8 REASONS TO HAVE INSURANCE COMPANY ANNUITIES" that I picked up and read. My funds were not making anything and were losing money. I asked you to help me on that and you effectively took over $200,000 dollars and put it into a safe place to make money again. My daughter said that she was glad you came into our lives.
-A. Carlisle-D. & R. Bentley
With so many uncertainties in today's world and the imminent dangers that face our country and financial markets, it was vital to me to safeguard my asset base. It was also important that I work with a firm that is among the best in the country!
-Kim Pershall, MD
A SENIOR'S NEEDS: When I sent in the "tear off response card", I wrote on it in red "do not want anyone to come to see me." You called me personally and asked to bring some things by. I said it was okay…just leave it on the porch. When you came, you found me in the front yard. I thought you would want to talk and discuss things. You just handed me the package, like you promised, and said goodbye. I was shocked and thought that was very professional. Your help with my finances, budget, annuities, and everything I asked of you, has created a peace in my life that I now enjoy. Also, thanks for helping with my children's things.
- N. Morris
I am now a client and am very pleased with my decision to allow Curtis' firm to handle my portfolio. I would recommend that you meet with Curtis and see for yourself what he can do for you!
-Danny Hunter, MD
GENUINE- Curtis, I have been a CEO for years of a very prominent company in town. My wife is also a highly respected person that is still very involved with leadership in several clubs. At our ages of 73 and 75, it was very refreshing to find a person who genuinely cares for our needs. You not only went through everything I drug out, but were very helpful in assisting us in a new strategy to ensure that we would never run out of money and always have plenty to meet our needs. The annuities are such a great tool! Thank you for being diligent and patient with our situation.
– W&L Rollins