Currie Financial Group
At Currie Financial Group, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Our Services Retirement Planning Income Planning Proactive Tax Planning Long Term Care Investments Estate Planning Life Insurance Professional Money Management Phase I: Discovery We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. Phase II: Education Our primary objective during this phase is to allow time to educate our clients on what options are available. We will take time to explain how the various investments work in your unique situation. Phase III: Strategy The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success. Phase IV: Implementation The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
Address: 4700 N Cloverdale Road, Suite 101, Boise, ID 83713, USA
Phone: +1 208 377 1400
FAX: +1 208 485 7336
