Life's a great balancing act.
The balance of work, family and finances can be daunting to manage on your own. If you didn't have to worry about your money, you could focus on living your best life.
At CURO, we understand the challenges you face and can help you to be poised for the future you’ve always imagined, as your advocate and confidante, for you, your family and the next generation. We live by our name and “take care” of your financial needs at every stage of your life, ensuring you feel empowered, in control, and able to succeed at reaching your financial goals.
Let us help you curate a wealthy life.
With our time-tested approach and sophisticated knowledge of financial principles, we collaborate with you to cultivate confidence in your financial plan and a trusting relationship you can count on. Whether navigating your professional rise, saving for future generations, planning for your golden years, or seeking financial guidance during a marital dissolution, we work with you hand-in-hand, every step of the way.
Young professionals often have a unique financial situation that doesn’t quite fit the “traditional” financial advisor model. Some are paying off student debt. Some have variable income from working multiple freelance jobs. Others are working in the corporate world and building up their emergency fund. Everyone is unique, but one thing young professionals have in common is a vision of the future they aspire to acheive.
Working families are the Hercules of the American society, often balancing children, aging parents, work, life, and future goals. The families are often busy shuttling children from activity to activity, while commuting to and from work, cooking meals, planning family vacations, saving for retirement, budgeting for the present…. Often, the days are never-ending and the to-do lists pile up, but they find purpose in the hectic times: to create a better life for themselves and those they cherish most.
The Golden Years are hopeful times. Most of the stress of children and growing careers has subsided and life seems to have a standard enjoyable routine filled with work, rest, hobbies and visits from grandchildren. However, other issues arise: the estate, healthcare, taxes, and income stream start to become looming “unknowns.” Since life has taught them to persevere, they are confident that all their hard work will harvest harmony for their future.
While we are proud to serve all of our clients needs, we take a special interest and a different approach than most in our industry and focus our development where the need is greatest. According to AARP, nearly two-thirds of U.S. women ages 40 to 79 have already dealt with a major financial “life crisis,” such as job loss, divorce, the death of a spouse, or serious illness. As the primary caregivers in most families, women spend more time outside the workplace nurturing their families, but 80-90% of women will, at some point in their lives, be solely responsible for their finances - mainly due to that "life crisis" and an increased life expectancy of seven years over men, on average.
As a team of professional women, mothers, wives and daughters, we relate to your needs and concerns. CURO can help you weather any storm, negotiate your rise to break through the glass ceiling, prepare for the future you envision for your family, thrive with financial independence, and achieve the goals and dreams you aspire to.