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Cure Financial - Plano, TX

1255 West 15th Street, Suite 250, Plano, Texas 75075

TEL. 972-379-2323

How We Can Help

A lot of our clients see retirement on the horizon but are worried about what that means for their finances. After working for decades, it can be a difficult transition for some people to figure out the best approach to providing financial flexibility, as well as pursuing passions during this time in their lives. The professionals at Cure Financial can help with these concerns, as well as many others. We work to provide you with clarity and confidence regarding your finances.

By breaking down preconceived barriers about retirement and refocusing on living life, Cure Financial strives to help you and your family believe in your future. By handling the behind-the-scenes work, we aim to allow you more time to enjoy your passions in life.

Through education, advice, and guidance, we can address the many concerns or questions you may have as you face retirement, such as:

  • How can I accumulate wealth?
  • When can I transition to a new lifestyle?
  • Have I saved enough to attain financial freedom?
  • How much money will I need to maintain my current lifestyle while I pursue my passions?
  • What will I do when I don’t need to work for my money?
  • What are the elements of a tax-efficient estate plan that helps me have the most impact with my legacy gifts?