Todd Curry Email & Phone Number

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.

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

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

Mba, Finance, With Distinction

Bba, Business

Activities and Societies: Sigma Chi Fraternity

Education record

Cfp Certificate, Financial Planning