Currie Financial & Tax Services


Charles H. Currie, Jr., CPA, CFS, CIS
Wealth Accumulation Strategies
Insurance & Risk Management
Taxes & Accounting





A complete approach to your wealth management using modern portfolio theory and tax strategies:

•A clear understanding of their financial goals
•A well-defined roadmap for addressing goals
•Ongoing advice to help adjust their roadmap when their needs change


Our services cover all areas of financial management, from *investment and retirement planning to risk management, tax planning and preparation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to address both short- and long-term objectives. On the Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. I offer educational articles that outline financial concepts and highlight products designed to potentially fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as the content is constantly changing. For help with your financial management, or for more information on Currie Financial Services, please contact us today.


We now offer health insurance through UnitedHealthOne. 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →