Curran Financial Partners
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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 Cu
06/05/2026
Today we're celebrating two incredible members of the Curran Financial Partners family! 🎉
Happy 5-Year Work Anniversary to Bailey Ferez and Nicki Jones!
Over the past five years, they've helped serve countless clients, supported our team, and made a lasting impact on our firm. Their dedication, hard work, and heart for serving others help make Curran Financial Partners what it is today.
We're grateful for all they do and look forward to many more years together. Join us in congratulating them!
If you think Roth conversions are smart because taxes are “on sale”… then why does spending money from your IRA suddenly feel so painful?
The economics are more similar than most people realize.
Retirement planning isn't just about investments and taxes.
Healthcare decisions matter too.
That's why we've built a team that can help you understand Medicare, compare plans, and make informed decisions with confidence.
One of the biggest retirement mistakes we see?
People converting IRAs because it “sounds smart” without understanding the second-order tax consequences.
Math first. Emotions second.
We do it all, y’all.
Retirement planning. Tax planning. Estate planning. One team. One roof. Built for South Carolina retirees.
Click the link in our bio to schedule your complementary 20-minute planning call
We’re building wealth today so we can enjoy tomorrow’s convenience… but deep down, people still crave authentic human experiences.
Even the imperfect ones.
The same students using AI to survive college are now rejecting the people building it.
Technology moves fast. Society figuring out how to feel about it? Not so much.
05/25/2026
If you retire with plenty of money but never use it to create memories, help family, travel, or enjoy life… what was all that work for?
Too many financial advisors lead with fear.
At Curran Financial Partners, we believe retirement planning should be built on education, wisdom, and confidence — not panic.
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115 River Landing Drive
Charleston, SC
29492