At McCurdy Financial we design personalized financial programs by determining your “How Much is Enough?” number. Then we work with you to achieve your goal.

Retirement Planning – Creating your wealth
Wealth Management – Sustaining your wealth
Insurance Solutions – Ensuring your future

Business Succession – Developing secure strategies for successful transition to the next generation or your employees (buy-sell agreements, employees’ buy-outs, leveraged buy-outs and tax exempt or tax-efficient opportunities).

Estate Arrangements – Ensuring your legacy by protecting your assets through sound legal documentation – (wills, trusts, powers of attorney)

Business Owners – integrating personal and corporate financial solutions including employee benefits, pension and disability plans, retirement compensation arrangements, individual pension plans and asset protection;

Self-Employed Individuals – We recognize that personal and business issues often overlap. We help to demystify the complexities of working for yourself;

Executives, Professionals and other Individuals (pre- or post-retirement) – How to maximize time and money for your financial future. We look at retirement savings, scholarship funds, annuities, investments, term deposits, segregated funds, life insurance, long term care and critical illness, wills and power of attorney.

Identify – The three-stage consultation process begins by finding out who you are – your accomplishments, ambitions, shortcomings, risk tolerance, challenges, dreams and goals. Knowing our client allows us to define the needs of both the client and the McCurdy team – through open, frank discovery.

Quantify – We formulate a personalized financial plan by determining where you are and where you want to be. During this part of the process we establish a personal net wealth statement itemizing your assets and liabilities, and an assessment of your existing company, association and government benefits. Our organized, conservative approach to money management allows us to develop a program that’s right for each client.

Satisfy – We expect to work with you over time to refine your financial plan as your needs and tastes change and your dreams for the future evolve. The result is a process you can live with that will benefit not only you, but your dependents as well.