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curreyfinancial.com

Fee-Only Financial Planning | Maryland Annapolis

Meet with a Certified Financial Planner to identify and discuss your financial goals, retirement plans, and estate planning.

http://www.curreyfinancial.com/

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CONTACTS AT CURREYFINANCIAL.COM

Currey Financial Consulting, LLC

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Sun●●●ale , CA, 94088

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Fee-Only Financial Planning | Maryland Annapolis | curreyfinancial.com Reviews

https://curreyfinancial.com

Meet with a Certified Financial Planner to identify and discuss your financial goals, retirement plans, and estate planning.

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curreyfinancial.com curreyfinancial.com
1

Maryland | Financial Planning | Investment Planning | Currey Financial

http://curreyfinancial.com/services.html

Our goals are the same to analyze your financial concern, develop solutions, and implement them. Understand that this firm is a "fee-only" financial services provider, so there are no hidden commissions involved in working with your financial picture. And, insurance sales are not on the list of available services. When you are ready for financial planning or investment management, call us. To find out how to get started with financial planning.

2

Patricia L. Currey, CFP®, CEBS | Currey Financial

http://curreyfinancial.com/about-currey.html

Organized as a Limited Liability Company (LLC), Currey Financial Consulting was formed in 1999. This is a "fee-only" financial planning firm, which offers both planning and investment advisory services. Currey Financial Consulting, LLC, is a Registered Investment Advisor in the State of Maryland. Patricia L. Currey, CFP , CEBS. Currey Financial Consulting, LLC 810 Caroline Lane Edgewater, MD 21037 410-956-0655.

3

Services | Financial Planning | Investment Planning | Currey Financial

http://curreyfinancial.com/services-financial-planning.html

Getting Started with Financial Planning. We will meet to identify and discuss your financial goals. They may include some or all of the following: adequate retirement, education of children, efficient and effective transfer of estates, purchase of residence, vacation, or investment review. Following this discussion, the plan should be implemented. The requirements will vary depending upon your goals, and the strategies that together we have selected for meeting the goals. Step 3: Monitor and Evaluate.

4

Services | Getting Started with Investment Management | Investment Planning | Currey Financial

http://curreyfinancial.com/services-investment-management.html

Investment management services will be customized to your needs. Generally, mutual funds will be used to accomplish the agreed-upon goals. Discussions of risk and return trade-offs will be followed by the selection of the appropriate investment objective for your account. Once the investment objectives are established, the Investment Policy Statement is created, accounts are set up with the outside Custodian firm, and finally the money will be invested.

5

Important Disclosure Information | Currey Financial

http://curreyfinancial.com/disclosure-short.html

Please review Important Disclosure. Information set forth in the last section of this web site. Currey Financial Consulting, LLC 810 Caroline Lane Edgewater, MD 21037 410-956-0655.

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