We specialize in a range of comprehensive financial services to address your unique needs and goals. Our expertise encompasses strategic retirement planning, helping to ensuring that you can confidently transition into the retirement phase while maintaining the lifestyle you desire. We're also committed to helping you navigate the intricate landscape of college savings with tailored strategies, including 529 plans, designed to preserve your loved ones' educational future. Furthermore, our goal-based planning approach forms the foundation of our advisory services, allowing us to craft personalized roadmaps that align with your short-term and long-term aspirations. By understanding your dreams, ambitions, and challenges, we develop holistic financial plans that guide you toward financial confidence and a well positioned future.

Retirement planning is at the heart of our financial services. We understand that preparing for retirement is a significant milestone in life, and we're dedicated to helping you achieve a confident and fulfilling retirement. Whether you're just starting to save or nearing retirement age, our team is equipped with the expertise and resources to create a tailored retirement plan that aligns with your goals. We focus on optimizing your savings, managing risks, seeking to maximizing income sources, and even facilitating retirement rollover transition assistance, such as a 401k from previous jobs, helping to ensure you can make the most of your hard-earned assets. With our guidance, you can confidently transition into this exciting phase of life, knowing that your financial future is well-prepared for a comfortable retirement journey.

We help to guide you through the dynamic world of investments, helping you build a robust and diversified portfolio* tailored to your financial objectives. Our expertise spans across a wide spectrum of investment opportunities, including stocks, bonds, mutual funds, and ETFs. We believe in harnessing the power of these traditional investments to create a strong foundation for your financial growth. Moreover, we recognize the importance of staying ahead in a rapidly evolving market, which is why we offer insights into alternative investment options that have the potential to enhance your portfolio's returns and to help to manage risk. Our commitment to transparency and your best interests is reflected in our fee-based accounts, an advisory relationships, helping to ensure that our performance is aligned with yours. With Currens Wealth Management you gain a professional partner dedicated to help maximize your investment potential, harnessing diverse opportunities, and providing you with the confidence needed to navigate the complexities of the investment landscape.

*There is no guarantee that a diversified portfolio will enhance overall returns or out perform a non-diversified portfolio. Diversification does not protect against market risk.

We understand that a comprehensive financial strategy involves helping to safeguard your future against unexpected challenges. Our expertise in insurance products, including life, disability, long-term care, and annuities, allows us to provide you with tailored strategies that seeks to protect your financial well-being. Whether it's ensuring your loved ones are confident with life insurance, preparing for potential setbacks with disability coverage, planning for extended care needs, or exploring opportunities for steady income through annuities, we're here to guide you through the intricacies of insurance. Our goal is to create a holistic plan that not only helps to build wealth but also provides the confidence that comes from knowing your financial future is well-preseved. With our comprehensive approach, you can navigate life's uncertainties with confidence, knowing you have a professional partner by your side.

We are helping safeguard your legacy and working to ensure that your hard-earned wealth is transferred according to your wishes. Our comprehensive estate planning services encompass a meticulous approach to wealth transfers, working toward making sure that your assets are distributed efficiently and effectively to your chosen beneficiaries. We take pride in providing the expertise and guidance needed to create a comprehensive estate plan that reflects your values, safeguards your legacy, and preserves your family's future.

We offer comprehensive retirement planning services tailored to your company’s needs, including 401(k) plans (Roth and Traditional), Solo 401(k)s, SEPs, SIMPLE IRAs, Payroll Deduct IRAs (Roth and Traditional), Profit Sharing, and Cash Balance Plans. Our customized solutions help businesses provide competitive benefits while supporting employees in achieving their retirement goals.