Curran Financial Partners 2017-06-27T07:37:44+00:00

CURRAN FINANCIAL PARTNERS

Curran Financial Partners, LLC is an independent Registered Investment Advisory Firm registered with the State of Texas.

Through Curran Financial Partners, LLC, we offer the following Financial Services:

Automated Investment**
Management Platform

We also offer an Automated Online Investment Platform with a fee structure that is less than our full service asset management fee, and you can open an account with as little as $5,000.  If you are a Texas resident, and would like to explore opening an account with us on the automated platform, click the button below.

Once on the platform you will fill out a risk profile questionnaire.  Based on your answers, an investment portfolio will be selected for you. You sign the account opening papers online, and an account is opened for you.  You can also transfer assets to your new account. Access the platform by clicking the button below.

Not a Texas resident? Give us a call to see if you qualify to open an account wth us.

Automated Platform

Financial Planning

We offer fee-only financial planning.  This means that for a flat fee, we will meet with you to assess your current financial status, gather information about your future plans and goals, and then develop a financial plan that details where you are and what you may need to do to get where you want to be.

Investment** Recommendations

When we prepare your financial plan, we offer fee-only investment recommendations. This means that for a separate flat fee, we will assess your current investment strategy, and then develop a customized mutual fund asset allocation recommendation that is based upon factors such as your investment risk tolerance, your time horizon, personal investment preferences, and your investment objective, among others.

Asset Management

For clients who prefer full service asset management, we offer on-going investment** portfolio management either in a discretionary, or non-discretionary capacity for a management fee that is based on a percentage of your assets under management.  We believe our management fees to be some of the most competitive in the industry.  Call us to get a fee schedule and to discuss your investment options.

Education Funding Planning

Let us help you explore the various ways to fund higher education for you and/or your family members. For a flat fee, we can help you select and set up a 529 plan.

 Business Retirement Plans

We can help you set up a retirement plan for you or your employees.

  • SEP IRA
  • 401k
  • SIMPLE IRA

WHY WE ARE DIFFERENT

Here are some things to consider:

  • We put your interests ahead of our own, always.

  • Your investment selection will be based on your circumstances, needs, goals and risk tolerance.

  • We provide an advisor client agreement in writing.

  • We are a fee-only advisor.  That means none of our investment products are commission products, so we strive to provide you the best products for your needs without bias.  Our fees are completely transparent.

  • We have in-house investment, financial planning and tax resources to help you make decisions.

  • Any possible conflicts of interest are clearly spelled out in our advisory client agreement.

  • We constantly strive to provide products that combine the best performance and lowest administrative costs to help you grow your money.

  • Our investment philosophy is based on sound investing principles rather than emotions or market timing. The market does what the market does, and no one has a crystal ball.  Rather than trying to time the market, we believe in consistent practical investing over time in a diversified investment portfolio.  We create model portfolios that are diversified across and within asset classes.  Whether you use our full service asset management or our automated investment platform we use institutional and no load mutual funds, and ETFs to be cost effective.   Each of our model portfolios targets a different risk and reward profile based upon modern portfolio theory.  So, it is your suitability information (e.g., time horizon, risk profile, etc.) that guides the investment portfolio selection.

**Investments are: Subject to market risks including the potential loss of principal invested.  Not FDIC Insured – No Bank Guarantee – May Lose Value
Curran Financial Partners, LLC is a Registered Investment Advisor in the State of Texas.  If you are not a resident of Texas, all investment‐related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities over the internet.  If you are a resident of a different state, we may still be able to help you.  Contact us about your options.

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