Why Financial Planning
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years ago. The financial world was quite different than it is today. Like most entrants I was a career changer and the CFP® Mark was just ten years old. There was as much excitement about a […]
Love It When a Good Plan Comes Together
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. Twenty-three years is a long time. So much can change in twenty-three years. As a matter of fact, much has changed in twenty-three years. The fall of 1997 was full of change! Technology was in the headlines as new names of companies appeared every […]
Estate Planning: What Really Matters?
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. So often, in a financial planning meeting, I will ask a client, “Do you have an Estate Plan?” Or my question may be, “Is your Estate Plan done?” I find that the questions themselves start to lead us down an errant path. Asking the […]
Planning Center Reaches Out to New Generation
The Quad Cities Times interviewed Marty Kurtz, CEO and Eric Kies, President on the growth of The Planning Center and what it means for the next generation. The Planning Center, is reshaping the financial planning mold with its unique culture, expanded depth and expertise, and a new, younger generation of leadership and clientele. Today, conversations with clients […]
