Todd Curry

Todd Curry Email and Phone Number

Wealth Planner | Helping families make sound financial decisions, avoid common mistakes, and stay on track toward their goals @ Second Half Strategies
charlotte, north carolina, united states
Todd Curry's Location
Charlotte, North Carolina, United States, United States
Todd Curry's Contact Details

Todd Curry personal email

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Todd Curry phone numbers

About Todd Curry

Todd Curry helps families make informed and effective financial decisions about their investments and financial plans. Todd is a Wealth Planner with Second Half Strategies, whose mission is to help families develop and optimize the financial means to live a meaningful Second Half. He does this by putting You at the Center of an Integrated Wealth Management process that starts with comprehensive financial planning and tailored investment strategies that are tied to your goals and priorities. "I feel successful when you are confident in your financial plan. When money issues don't stress you out. When you and your spouse are on the same page. When you feel like you are making informed decisions. When you are confident that your loved ones will be ok."To learn more about Todd, navigate to our website: https://www.2hstrategies.com/team/todd-curry-mba-cfp-crpc-------------------Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice is offered through Independent Advisor Alliance, LLC, a Registered Investment Adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Todd Curry's Current Company Details
Second Half Strategies

Second Half Strategies

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Wealth Planner | Helping families make sound financial decisions, avoid common mistakes, and stay on track toward their goals
charlotte, north carolina, united states
Website:
2hstrategies.com
Employees:
2
Todd Curry Work Experience Details
  • Second Half Strategies
    Wealth Planner, Certified Financial Planner™ Professional
    Second Half Strategies 2009 - Present
    Charlotte, North Carolina Area
    Second Half Strategies is changing the direction of wealth management by shifting the focus and reversing the traditional flow of ideas. Rather than putting products first and thinking about how we can achieve corporate goals, we explore what you will need to pursue the future you envision for your family. Our innovative process addresses a broad scope of financial areas – investments, retirement planning, taxes, estate strategies, charitable giving, insurance, education funding, and more. Unlike advisors who specialize in single areas of expertise, we function as a central hub, helping to coordinate the many facets of your financial life. This should help make your planning more effective and efficient.Strong client relationships are the foundation of everything we do. We collaborate with you to craft a personal, highly customized strategy for long-term, financial well-being, based on an in-depth understanding of your family. We genuinely care about your finances and wouldn’t give you advice that we wouldn’t follow ourselves.All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.
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  • Lincoln Financial Advisors
    Certified Financial Planner™ Professional, Wealth Manager, Retirement Planner
    Lincoln Financial Advisors 2004 - 2009
    Charlotte, North Carolina Area
    As an independent financial advisor, it has always been my goal to look out for my clients first. I do this by knowing their families, focusing on their objectives, minimizing risks, and helping them make solid financial decisions that are consistent with their family’s goals. After becoming a CERTIFIED FINANCIAL PLANNER™ Professional, I began focusing my practice on clients who are close to or in retirement. During this phase of life, financial complexity is typically greatest, time is in short supply, and there is often not enough time to bounce back from mistakes. Proper planning, execution and monitoring are critical. I focus on these specific areas of expertise using Integrated Wealth Management, a process I created: ► Retirement Readiness ► Retirement Income ► Tax Minimization Strategies► Social Security, Pensions and Medicare► Investment Management► Work Benefits► Disability, life and long term care insurance► Estate
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  • Us Airways (Now American Airlines)
    Airline Pilot / Captain
    Us Airways (Now American Airlines) 1987 - 2004
    Experienced airline pilot with over 10,000 flight hours in US Domestic, Caribbean and Transatlantic operations. While serving as an Instructor Pilot and Check Airman, taught pilots how to fly the Airbus A319/320/321 aircraft and evaluated their performance in both the flight simulator and actual aircraft. Type Rated and flight experience on the Fokker F-28, Boeing 757/767, and Airbus A319/320/321. Type Rated on the Airbus A330. Flight experience on the Boeing 737.Specific areas of accomplishment include:1. Training flight crews in risk and error management2. Helped coordinate the transition from rules based flight training to operationally based flight training3. Launch Team member for the Airbus fleet at US Airways4. Developed Training and Evaluation Curricula for the Airbus A319/320/321 and Airbus A330
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Todd Curry Skills

Financial Advisor Investment Management Certified Financial Planner Retirement Planning Independent Financial Advice Social Security Estate Planning Investment Advisory Wealth Management Medicare Life Insurance Asset Management Iras Wealth Preservation Planning Investment Strategies Asset Allocation Financial Planning Long Term Care Qualified Retirement Plans Personal Finance Small Business Retirement Planning Strategic Financial Planning Disability Insurance Roth Ira 401k Rollovers Risk Management Portfolio Management 401k Retirement Charitable Trusts Charitable Gift Planning

Todd Curry Education Details

Frequently Asked Questions about Todd Curry

What company does Todd Curry work for?

Todd Curry works for Second Half Strategies

What is Todd Curry's role at the current company?

Todd Curry's current role is Wealth Planner | Helping families make sound financial decisions, avoid common mistakes, and stay on track toward their goals.

What is Todd Curry's email address?

Todd Curry's email address is to****@****lfg.com

What is Todd Curry's direct phone number?

Todd Curry's direct phone number is (704)-523*****

What schools did Todd Curry attend?

Todd Curry attended Wake Forest University School Of Business, William & Mary, Norfolk Collegiate, Florida State University.

What skills is Todd Curry known for?

Todd Curry has skills like Financial Advisor, Investment Management, Certified Financial Planner, Retirement Planning, Independent Financial Advice, Social Security, Estate Planning, Investment Advisory, Wealth Management, Medicare, Life Insurance, Asset Management.

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