About the Company
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)