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Our Clients

Comprehensive services to help you pursue your goals.

Financial life planning is at the heart of what we do here at Cure Financial, but it’s just the beginning to how we can help you get more joy out of your life. We’ll start by learning about you, your family, and your vision of the future, then we’ll build a financial life plan that’s focused around you.

About Financial Life Planning

Our Financial Services

Our financial services are designed to meet your ongoing needs, with a focus on getting you to that future you’ve dreamed of. We offer two different service levels to help you find the level of support that best suits your financial plan and your personal needs.  

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Platinum Level
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Gold Level
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We Have the Tools and Background to Provide the Services That May Fit Your Needs

Investment Planning         

  • Portfolio rebalancing
  • Advisor managed account
  • Account consolidation
  • Semi-annual performance report/meeting
  • RMD calculations
  • Client aggregation/portal access
  • Advice on held-away assets

Risk Management & Insurance Planning

  • Life insurance need evaluation
  • Current policy review with in-force illustrations
  • Long-term care need review

Personal Finance Planning

  • Debt payoff evaluation
  • Cash-flow evaluation
  • Net worth statement preparation

Tax Strategies

  • Portfolio tax management
  • Coordination with tax professionals
  • Review of investment tax documents

Financial Planning

  • Financial life planning
  • Retirement planning
  • Divorce planning
  • Pre-marriage planning
  • Incapacity planning
  • Social Security income planning

Charitable Giving

  • Qualified charitable distributions
  • Donor advised funds

Family Support

  • Minor trusts & special needs trusts
  • Elder care 
  • Account titling & beneficiary designations
  • Multi-generational family meetings

Estate Planning

  • Trust review services with attorney
  • Coordination of goals with attorney
  • Estate distribution assistance

Business Planning

  • Executive compensation
  • Business succession planning
  • Retirement plan selection
  • Assist & evaluate individual's employer-sponsored benefits

Education Planning

  • Education savings planning
  • Education funding strategies

Outside Professional Resources

  • Attorneys
  • Tax professionals
  • Senior residence consultant
  • Charitable giving professional
  • College admission coaching
  • Financial therapy
  • Real estate agent
  • Living transition assistance
  • Health insurance agent
  • Life insurance underwriter
  • Mortgage refinance professional
  • Local charity selection professional

Discover the Services You Need

If you’re unsure what services you need to pursue your goals, contact Cure Financial. We’ll start with a free one hour introductory consultation, then work with you on a financial plan, and lastly provide you with recommendations on how you can get the most out of that personalized plan with the services we can provide.

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Find Your Perfect Fit

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