Curtis A. Smith, CFP®

About Me

About My Firm

Title in the firm: Curtis A. Smith,CFP® is President of Interactive Capital Management Company.

Licenses, Certifications and Designations: CFP® Certification, College for Financial Planning, June 1984.

Life and Health Insurance Counselor License, Texas Department of Insurance(non-sales license)

Biography: Interactive Capital Management is a safe place to talk about your money.

We’re a sounding board for our clients about cash flow management and income tax, insurance and investments. We’re your “money people.”

You might talk about almost anything else to everybody else – but not about your finances. It’s a private subject. Because it’s private, sometimes you don’t know who to talk to about it. That’s the role we serve – we’re the people our clients talk to, to help them plan for what their money can do.

Our clients work with us for the long haul. They drive us, they get our focused attention…and we help make sure they have the plans and resources to live the way they want to.

Geographic Area Served: Greater Houston, TX metropolitan area from our home office in Sugar Land, TX. The firm has clients in eight different states at this time.

Services: Comprehensive Financial Planning and Investment Management

Firm Overview: At Interactive Capital Management, we understand your financial planning and investment needs dictated by your personal circumstances. You dictate your own individual goals and objectives. You require an advisor relationship that puts your interests first and offers proven experience.

Committed to establishing a win/win relationship with our clients, ICMC serves as your financial guide. From individuals just starting to invest or to ones transitioning to retirement, we can help you create a plan appropriate for your lifestyle.

To determine if we’re a good fit, to establish a win/win relationship, we offer a complimentary "Get Acquainted" meeting. At this meeting, we determine what, if any, ICMC services allow you the flexibility you need.

Ideal Client: We are blessed with the best clients in the world. In general, ICMC is a good fit for individuals with the following characteristics:
* Dedicated to self-development; teachable and coachable
* Desire to maximize potential financial success and minimize financial and investment related stress
* Goal directed
* Dedicated to a long-term partnership
* Focused on what really matters—family, personal, and career goals and objectives
* Realistic investment objectives, willing to communicate expectations clearly
* Embrace our Investment Philosophy—there is no foolproof way to "beat the market"
* Respects our competence and values our expertise
* Appreciates our compensation model, values our business values and methods
* Compatible personalities with open, honest, reciprocal communication

Fee Details: Curtis A. Smith, CFP® shares the distinction of NAPFA-Registered Financial Advisor with approximately 1,500 advisors nationwide.

An advisor must meet numerous requirements to achieve this designation, the principle among them being our strict adherence to a fee-only model. In short, we do not earn any transaction-based compensation from financial planning related activities. Furthermore, we are not affiliated with a commission-earning firm like a bank, broker-dealer, or insurance company.