Meet Kurt Mears, CRPC®

I am the quarterback of my client’s financial team. I collaborate with other professionals, when necessary, to create a game-winning financial strategy that helps my clients achieve what is most important to them in regards to overall financial planning, investment management and asset protection.

This is critical! If clients do not have a basic understanding of what we do for them, they will eventually leave. At minimum, clients should be able to explain to someone else: how I am compensated, what fees they pay, how we manage their money, and the value we bring beyond just pure investment management.

Helping people achieve financial peace and seeing them enjoy the fruits of their hard work and dedication to the plan we worked together to develop. Money is the number one source of stress in this country, and if I can help alleviate some of that stress through a comprehensive plan, hard work and sound advice, that is very rewarding to me.

It’s the right thing to do. Giving back to our communities or to our colleagues at Advance
Capital is what we are all called to do. We are very blessed to have the financial means we have and the opportunity to impact other people’s lives in a very positive way.

Several things: hard work and long hours; picking up the phone at all times; being proactive, not reactive; listening to what a client truly wants and, sometimes, telling them what they don’t want or need to hear; always planning ahead; and sticking to your guns, but being ready to change if multiple factors warrant it. Finally, I think it’s important to have a dogged pursuit of self-education, from the latest market trends to current tax rules, so that you can fully understand each client’s unique financial situation and find the most appropriate opportunities.

I feel the value that I bring to the table is my comprehensive approach and my ability to develop a plan based on what my clients truly need, even though they may not know it yet, as well as my proactive and consistent engagement. Additionally, I coordinate with other professionals including mortgage brokers, CPAs, estate planning attorneys, P&C agents, business attorneys and much more to make sure that I can help my clients meet every financial need or hurdle.

Do not procrastinate and never be in denial in regards to your current financial situation.
Your best friend in financial planning is time, so start now.