Curran Financial
Timothy P. Curran, CFP®, MBA

Sr. Financial Services Executive
Investment Adviser Representative

Welcome!

Since 1988, Curran Financial has provided comprehensive Financial Planning Strategies to help protect and grow assets for high-net-worth individuals and business owners.

Tim is a CERTIFIED FINANCIAL PLANNERTM  certificant from the Certified Financial Planning Board of Standards.  He prides himself on consistently delivering a holistic approach focusing on the six key areas of Financial Planning: 

  • Financial Position
  • Protection Planning
  • Investment Planning
  • Tax Planning Analysis*
  • Retirement Planning
  • Estate Planning*

We hope you find this site informative and useful. Feel free to contact Tim if you would like more information about his planning services.

*Seek the guidance of your professional tax and/or legal advisor before making any decisions. 

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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