Todd David Curry Jr Curry

About Todd David Curry Jr 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: 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.

Experience

1. Wealth Planner, Certified Financial Plannertm Professional

   Second Half Strategies

   Jan 2009 — Present · Charlotte, NC, US

   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.

Education

• William & Mary

  BBA, Business

  1979 — 1983

• Florida State University

  CFP Certificate, Financial Planning

• Wake Forest University School of Business

  MBA, Finance

  1990 — 1992

Skills

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