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.

10/20/2026

Adam has officially admitted that if the world came to an end, he'd be the court jester of the survival group.

He might not know how to fix the plumbing, wire a house, or repair an HVAC system, but he CAN offer to count the canned food.

And if you're a plumber, electrician, or HVAC technician… you're automatically invited. 😂

10/19/2026

Here's something a retirement calculator can't always tell you…what makes you happy?

Maybe it's traveling. Maybe it's spending time with your grandkids. Maybe it's renovating your kitchen because you and your spouse love to cook.

Whatever it is, those goals deserve a place in your financial plan.

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.

Address

115 River Landing Drive
Charleston, SC
29492

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