As a financial consultant and lawyer, William Curry is a multi-faceted professional capable of helping business owners and individuals with virtually all their financial needs. “Whether we’re assisting business owners, highly compensated executives, or professionals,” Bill says, “we have a clear mission: ‘We Help Those Who’ve Made It Keep It.’™ We help businesses and individuals find money they are losing unknowingly and unnecessarily and in the process, create a tax efficient, personalized, and cohesive plan.”
Bill, a financial professional since 1969, has over four decades of experience guiding clients through the vagaries of the economy. His credentials include a BA in Economics, MBA and JD (Juris Doctor) from Widener University. He’s also earned four certifications – Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Financial Consultant (RFC) and Accredited Estate Planner (AEP) – which required advanced coursework in taxes, retirement planning, estate planning, investments, risk management and other financial subjects.
Bill’s professionalism has brought him numerous industry honors, including membership in the Million Dollar Round Table’s Top of the Table and International Forum, placing him among the top one percent of insurance professionals worldwide. An even greater tribute to him, though, is his loyal clientele, which continues to grow thanks to clients’ recommendations.
Bill and his wife, Jennifer, have two children and four grandchildren. In his leisure time, he is a sports fan, golfer and avid salmon fisherman. He served in the Airforce Reserve during Vietnam, in his community as Treasurer and Chairman of the Board of Rodney Street Tennis & Tutoring, helping at-risk children. In addition, Bill has served as President of Delaware Chapter of the Society of Financial Service Professionals.
Services Include:
- Investment Management
- Asset Protection Strategies
- Tax Planning
- Estate Planning
- Organize Assets & Legal Documents
- Coordinate With Existing Professionals
- IRA Inheritance Trust Planning
- IRA Roth Conversion Decisions
- Income Planning
- Social Security Planning
- Charitable planning
- Life Insurance
- Long Term Care Insurance
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