Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a strategy to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess progress toward your goals and, when necessary, we will make adjustments to your plan.

Because there are many factors that may change, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.



William L. Curry and Jerome A. Poole are registered representatives with and securities are offered through
Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Advisory services offered through BFC Planning, Inc.
Curry Poole Group, LLC
is not affiliated with BFCFS/BFC Planning Inc.


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