About

Hi, I'm Curtis! I'm a CFP® practitioner, a CFA® charterholder, and an Enrolled Agent with the IRS. My channel is all about financial education to help folks build a more tax-efficient retirement and future. We'll take a look at all the aspects of finance that work towards those ends. Enjoy! -Curtis Crossland, MBA, CFA, CFP®, EA Disclaimer: All videos on this channel are for educational purposes only. Information found on this channel is not intended as specific tax, investment, financial or legal advice. This channel and its communications should not be relied upon or considered a substitute for professional advice. Consult a tax, financial or legal professional before acting on anything seen on this channel. Information contained herein should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security.