Husband-and-wife financial advisors Tim and Wynne Curran believe clients deserve more than one perspective when making important financial decisions. That philosophy is the foundation of The Finance Couple™, where every meeting includes both of them, allowing each to listen for different concerns and ask different follow-up questions.
“We don’t just consult with someone and say, ‘See you in a year,'” Wynne said. “We talk with clients every 45 days or so because life changes, not just the markets and economy.”
Clients feel comfortable reaching out to the Currans, knowing they help with much more than investments. Wynne recalled that Tim once even negotiated the price of a Lexus for someone — a small but memorable example of the firm’s commitment to outstanding service.
Whether people are asking the familiar question – “Can I retire?” – or seeking guidance through unexpected transitions, the most valuable conversations often begin with questions clients didn’t know to ask.
Primarily focused in the Carolinas, the independent wealth management firm serves clients in more than 25 states, largely through referrals and word of mouth — and although they welcome new clients, the Currans intentionally keep their practice at a size that allows them to provide the personalized attention and responsiveness that define them.
Visitors to TheFinanceCouple.com can learn more about the firm’s services and download a complimentary copy of Tim’s book. A former attorney and CERTIFIED FINANCIAL PLANNER™, he is the author of “Keep It Simple Stupid: How to Protect Your Finances from Wall Street and Yourself.”
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
