Curran Financial Partners

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Curran Financial Partners We help families in coastal South Carolina plan for retirement! Registration does not imply a certain level of skill or training.

We are an independent fiduciary, meaning we always put our clients' best interests before our own. We create comprehensive retirement plans that include everything from investment options to healthcare and tax planning strategies. Our goal is to help the families of coastal South Carolina plan for the retirement of their dreams! Important Disclosure: Investment advisory services offered through Curran Financial Partners, an SEC-registered firm. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. This material should not be construed as financial, tax or legal advice or used as the sole basis for financial decisions. Our firm provides investment and insurance services and is not affiliated with or endorsed by any governmental agency. All investments are subject to risk including the potential loss of principal.

10/18/2026

Your RMD isn't supposed to be another number you stare at in your savings account. 💰

If your retirement plan supports spending that money, why not make it part of your monthly lifestyle?

Because retirement is about more than watching your accounts grow. 🌴

10/17/2026

What kind of financial advisor writes a book telling people to spend their money?

The purpose of financial planning isn't just to help your money last.

It's also to help you confidently enjoy your money while you're here to use it.

After all, you didn't work your entire life just to stare at an account balance.

A lot has happened in the markets this year—and Q4 is just getting started.Join Adam Curran and David Sheaffer for a liv...
09/28/2026

A lot has happened in the markets this year—and Q4 is just getting started.

Join Adam Curran and David Sheaffer for a live market update covering what we’ve seen so far, what matters now, and what we’re watching next.

📅 October 7 at 12:00 PM EST

‼ Sign up today using the link in our bio🔗

09/28/2026

What good is building wealth if you never let that wealth do anything?

Make memories with your spouse.
Help your family.
Give generously.
Take the trip.

Or heck… buy the hot air balloon. 😂🎈

09/27/2026

If the retirement plan depends on overfunding a universal life policy and borrowing from it for decades…
You better understand exactly how that policy works.

09/26/2026

People love to say your RMD is a “ticking time bomb.” 💣

But if the solution is paying 22% or 24% in taxes today on a Roth conversion… you may be setting off the bomb early.

The real question isn’t “Should I convert?”

It’s “What does my lifetime tax picture actually look like?”

09/25/2026

20 years on the radio and apparently I’m just now realizing I should talk about the things I actually know something about.

Better late than never.

09/16/2026

I want the FILM. 🎥

The tantrums.
The bedtime negotiations.
The car ride.
The grocery store.
The “WHERE ARE YOUR SHOES?!”

THEN we can talk gentle parenting.

09/15/2026

Just because an investment is exclusive doesn’t automatically mean it’s a good deal.

One of the biggest questions investors should ask is simple: What price am I paying?

Because a great investment bought at a terrible price can still produce a disappointing return.

🚨 CLOSET CLEAN OUT! 🚨We’ve got FREE God Bless America Y’all shirts up for grabs at our Daniel Island office!👕Available s...
09/14/2026

🚨 CLOSET CLEAN OUT! 🚨

We’ve got FREE God Bless America Y’all shirts up for grabs at our Daniel Island office!👕

Available sizes: S, XXL & ###L

Come by and grab one while supplies last — once they’re gone, they’re gone!

📍 Curran Financial Partners
115 River Landing Dr, Suite 200
Daniel Island, SC 29492

Address

115 River Landing Drive
Charleston, SC
29492

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