About McCurdy Financial
At McCurdy Financial Planning, we provide personalized financial planning and wealth management solutions designed to help individuals, families, and business owners build lasting financial security. Our approach is rooted in understanding your unique goals—whether that means creating a strong financial foundation, preparing for retirement, or preserving wealth for future generations.
As an independent financial planning firm, we put your interests first. Our strategies are transparent, objective, and tailored to your specific circumstances, ensuring you have confidence in every decision. From investment management and retirement planning to tax-efficient strategies and estate planning, we partner with you to create a clear path toward financial success.
We believe financial planning goes beyond numbers—it’s about protecting your lifestyle, supporting your family, and leaving a meaningful legacy. At McCurdy Financial, our mission is simple: to give you clarity, confidence, and peace of mind at every stage of life.
Our Services
Designing a retirement that’s rich in possibilities and free from financial worry.
We help you envision and achieve the life you want beyond work. Through tailored income planning, tax strategies, and legacy goals, we design a retirement plan as unique as you—so you can step confidently into your next chapter.
Strategically growing and preserving your capital to build long lasting prosperity.
Your wealth should work as hard as you do. We provide tailored investment strategies that balance growth and risk, adapt to changing markets, and align with your values — building a foundation for lasting prosperity across generations.
Safeguarding your wealth and ensuring lasting security for those who matter most.
Life is full of uncertainties. We design insurance strategies that protect your loved ones, preserve your estate, and provide peace of mind — so you can live today knowing tomorrow is secure.
Structuring ownership transitions to protect your wealth, reward your people, and honor your vision.
Your business is more than an asset it’s your legacy. We help you create a succession plan that ensures a smooth transition, preserves value, rewards those who’ve helped you succeed, and keeps your vision alive for years to come.
Structuring your estate to protect wealth, minimize disputes, and honor your intentions for generations.
We work with you to create a clear, comprehensive estate plan that reflects your wishes, minimizes tax burdens, and ensures a smooth transfer of assets safeguarding your legacy for the people and causes you care about most.