CURCIO & COHEN

Services – Personal Financial Planning


Financial stability is everyone’s objective. You want to understand your financial situation, protect your assets, increase your net worth and ensure your assets and estate are there for your family.

Our personal financial planning division will access your current situation, including income, insurance, investment and trusts. We will evaluate your short and long-term financial obligations and goals, and then develop recommendations to meet your current and future needs, ensuring your assets will work for you now and be there in the future.

Our personal financial planning services include:

  • » Asset protection
  • » Education financing strategies and planning
  • » Estate planning, including wills and trusts
  • » Income tax planning
  • » Insurance planning
  • » Investment planning
  • » Retirement planning
  • » Succession planning
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