Most professionals, business owners or controllers are too busy running their businesses to take the time to thoroughly review their group benefit plans. This is understandable in light of the demands on their time but the benefits of undertaking this can make a huge difference in the long run. We firmly believe that no business owner should be paying for their family's healthcare with after-tax dollars.
If your plan is not covering 100% of what your family needs or if you are paying any kind of deductible your plan is not designed efficiently for tax purposes. Curry Financial Group provides insurance and investment products as well as group benefit plans. Our Mission is to educate and guide our clients using a team of financial specialists to address their unique needs.
If your plan is not covering 100% of what your family needs or if you are paying any kind of deductible your plan is not designed efficiently for tax purposes. Curry Financial Group provides insurance and investment products as well as group benefit plans. Our Mission is to educate and guide our clients using a team of financial specialists to address their unique needs.
Services
Our approach is to educate and guide our clients using a team of financial specialists to address their unique needs. First and foremost, we take the time to get to know you, determine specific needs, then build a personalized progressive strategy to deliver full-service to our clients. We are a group of like-minded individuals that are genuinely interested in making a difference for the people we work with.
I grew up in a close-knit community. Both my family and my wife's family are very close, so relationships are very important to me. I have been married to Jeanette for over thirty five years and we have two sons, Joseph and Brendan. I get great satisfaction from educating clients and helping them to understand how complicated insurance programs work.
I have been a client of Lorne Curry since he first started in business years ago. He has advised me in my financial decisions along the way as my situation changed in my personal life as well as my career. It has always been sound advice and has served me well in my retirement years.
When Lorne would give me advice or make a suggestion, he could pick up on my body language that I wasn't getting it and would come at it in simpler terms that I was able to understand.I have recommended Curry Financial Group to my friends and family with once again positive feedback. Ontario Truss & Wall have utilized the professional services of Lorne Curry and Curry Financial Group since 2010.
When Lorne would give me advice or make a suggestion, he could pick up on my body language that I wasn't getting it and would come at it in simpler terms that I was able to understand.I have recommended Curry Financial Group to my friends and family with once again positive feedback. Ontario Truss & Wall have utilized the professional services of Lorne Curry and Curry Financial Group since 2010.
What is your group benefit plan doing for you? Does it match your company's goals and compensation philosophy, or do you have a plan only because you think you have to? Once we know what your company's goals are, we can build a group benefit plan to help accomplish these objectives.
If you have more than one type of employee (Executives, Sales, Labourers, etc.) then perhaps you should be looking at customizing your plan for the different employees inside your group.You may want to use your benefit plan to reward employee loyalty by increasing benefits over time instead of taxable cash bonuses.
If you have more than one type of employee (Executives, Sales, Labourers, etc.) then perhaps you should be looking at customizing your plan for the different employees inside your group.You may want to use your benefit plan to reward employee loyalty by increasing benefits over time instead of taxable cash bonuses.
We have all the necessary tools to assist individuals, families and business owners to become successful. Planning for financial security is the process of helping you Visualize your Destination, explore your Opportunities, understand your Progression and Reflect on your Voyage so that you can sleep at night.
Reviews (1)
Brittney Crevier
Oct 19, 2018
Report
