Our Services

We provide a full range of complex services for our clients including Insurance and Estate Planning solutions, as well as Investments and Tax Planning strategies.

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. Coordination of products and planning strategies is critical to an effective plan. Understanding how the various products and strategies impact each plan is also critical. After meeting to do this, our clients are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address their unique situation.

Retired or About to Retire:

Investment Management
Asset Protection Strategies
Tax Planning
Estate Planning
Organize Assets & Legal Documents
Coordinate With Existing Professionals
IRA Inheritance Trust Planning
IRA Roth Conversion Decisions
Income Planning
Social Security Planning
Charitable planning
Life Insurance
Long Term Care Insurance

Highly Compensated Professionals:

Investment Management
Help with Survivor Benefit Questions
Pension Benefits
Wealth Conversion
Tax Planning
Income Planning
Asset Allocation Planning
Estate Maximization
Income Tax Minimization
Life Insurance
Long Term Care Insurance

Married with Children:

College Planning
Debt Management
Debt Elimination
Cash Flow Planning
Asset Allocation
Investments Insurance
Tax Planning
Asset Protection
Estate Planning

 

 

 

  

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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