Specialty Services
You have undoubtedly spent much of your life building your assets and your estate, developing your career to achieve professional success and this wealth requires a great deal of attention and consideration. Even if you don’t consider yourself to have substantial wealth, these services may be helpful to you in protecting what you have and helping grow your assets.
At CURO, we can help answer your questions about when is the right time for these services and which would be beneficial to you. We will help you manage what you've worked so hard for and help you pursue your financial goals. Our comprehensive services allow us to create a long-term, customized plan based on every aspect of your financial life.
Estate Planning
Estate planning entails the creation of a master plan for the management of your property during your life and the distribution of that property at death. Estate planning aims to give you control over your assets, provide care when you need it most, transfer of your wealth to whom you want, and reduce stress for your loved ones.
Tax Strategies
Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. Although decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved.
Insurance & Long Term Care
Insurance often seems like a gray area where you know you need it, but you don’t necessarily know what YOU need. We take the time to learn about you and your family’s needs, and put them in the bigger picture to determine if/how much life insurance and/or Long-Term Care Insurance is right for you.
Employee Benefits
Salary and bonus are likely just a part of the compensation you receive from your employer. Why not give yourself a raise by learning about and taking advantage of all your company benefits? This guide will help you ensure that you’re making the most of the benefits your employer offers.
Retirement Planning
Retirement planning is a long process that requires building your wealth ahead of time to maximize growth and minimize taxes. We can help you create a plan for growing your retirement savings and for efficiently using these funds while you’re pursuing your retirement passions.
Investment Management
Investing can be confusing. At CURO, we can help you with your investing needs by finding an allocation that is suited for what your goals are today and what they will be long into the future. Our objective is to help you find the investment mix that works for you and your risk comfort level.
Budgeting & Saving
A budget is a powerful tool that can boost your savings efforts and transform your financial future. We work alongside you to help you regain control of your finances, establishing a budget that fits your income and lifestyle. We then help you stick to that budget so you can pursue your savings goals and realize the financial future you envision.
Debt Analysis
Sometimes it makes more sense to pay off your liabilities than to invest your money. We’ll perform a debt analysis and recommend the most prudent approach for your situation. This includes an evaluation of your loans and other debts. Plus, we’ll guide you on the best way to structure future purchases.