In our most recent podcast, Derek and I discuss the challenges young investors (in truth all investors) face today, including some misconceptions regarding real returns.
Tune in to gain insight into some tax efficient strategies as well as the importance of riding out market volatility as you build toward financial freedom.
https://youtu.be/84x__EFX260?si=F_xkyLyRilREEFNM
As always, please feel free to reach out to your Private Wealth Manager for more information.
Sincerely,
Tom Curran
Founder & Co-CEO
Curran Wealth Management
At Curran we value service over sales and believe quality service yields happy clients. Below is our 4-step process (the first three steps at no cost to you).
A short introductory call for us to get to know one other. During this call we will discuss your financial goals, concerns and hopes for the future.
In this meeting we will go over your current financial situation, take a deeper look at your goals, discuss your risk tolerances, and collect the data necessary to build a formal proposal.
Based on our data gathering session, our Private Wealth Managers will present you with a custom proposal tailored to your needs. We encourage individuals to take the time to evaluate this proposal.
If you are comfortable with the proposal and choose to invest with Curran, our team will be there every step of the way assisting in opening the recommended accounts and facilitating all necessary parts of your onboarding process.
