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OUR SERVICES We believe many individuals' investment needs are not being fulfilled and their dreams are compromised due to poor investment advice and lack of attention to proper planning. Perhaps you have always handled your own investments and are now looking to build a relationship with a professional who can take responsibility for the investment decisions - we are here to help. Often a major life change precedes the decision to make a change with your investments or seek advice. Perhaps you have:
- Recently retired or are planning to retire and are filled with uncertainty at the challenge of making their assets last for their lifetime
- Recently changed jobs and want to ensure the retirement assets they worked so hard to accumulate are considered as part of their overall investment strategy
- Recently had a change in marital status due to divorce or death of a spouse and feel overwhelmed by their situation and the challenge of making investment decisions on their own
- Recently sold or are selling their business and do not want to see the fruits of their labor erode
- Received an inheritance or settlement and are faced with doubt as to whom to trust to invest their newfound wealth in a difficult market environment
- Recently sold real estate and are holding cash, unsure of how to invest the proceeds and waiting for the “right time.”
We would be pleased to have the opportunity to learn more about your needs. WOMEN'S UNIQUE FINANCIAL NEEDS Curran Investment Management believes in empowering women and helping them achieve financial independence.
We recognize that women lead very different lives than men and face unique challenges. Longer life spans, time away from work caring for children or elderly parents and the likelihood of surviving the loss of a spouse due to death or divorce are realities which make planning vitally important. We provide our clients with education and professional resources and help them make informed decisions regarding their financial security.
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