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Welcome to Current Investments

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our Values

Years of experience have prepared us to guide you through your life transitions.

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What Makes Us Unique

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Where Do You Want Your Financial Journey To Take You?

Where Do You Want Your Financial Journey To Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Current Investments, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Suggested Content:

8 Timeless Principles of Investing 

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?
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Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.
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Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
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A Meal for All Generations

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.
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Your investing journey can lead you into uncharted waters.  Let us be your guide.

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