Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
We want to be the Chief Financial Officer of You. As your personal CFO, Current offers you continuous guidance on a course to reaching your goals.
At Current, we apply the Fiduciary Standard of care to all our clients’ accounts. Simply put, acting in your best interest always comes first. When you hire us to serve as your trusted steward and financial guide for your hard-earned wealth, you can rest assured we will work to keep that confidence. Our portfolio selection, allocation, and risk management process employ the latest technology to customize a strategy that is right for you.
Our brokerage services and strategic partners assist you in
Underlying all sound wealth building plans is the protection of wealth in anticipation of the unexpected. Since few things in life are guaranteed, Current provides a range of policies for:
An investment in insurance helps you and those most important to you respond and adapt when facing a major life decision or transition. Whether starting a family, coping with the loss of a loved one, or laying the foundation for a long life beyond your career, Current Investments can help you determine a solution that keeps your wealth intact and working for your goals.
For those seeking a regular and reliable paycheck to supplement their long-term lifestyle goals, Current offers Fixed Annuity solutions from some of the best companies in the business.
If your needs include business insurance or insurance for your property, Current can recommend several of our trusted partners to consult with you.
Whether you’re a business owner who wants to retain good talent and increase your company’s value, or an employee who participates in a deferred compensation savings plan, Current Investments can advise and assist you.
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