Curi Capital, our full-service financial advisory affiliate, provides comprehensive wealth management, personalized financial planning, and retirement plan solutions to high-net-worth individuals, families, and businesses.
As part of our mission to help physicians in medicine, business and life, the Curi Capital team is offering support services to all Curi members during this time of need at no additional charge. These services are designed to help answer relevant financial questions and provide expert guidance to individuals, families, and business owners through this challenging time.
If you are interested in any of the complimentary services detailed below, please contact us or provide your contact information at this link.
Support services include:
- Individual consultations for member physicians and staff members to discuss any concerns or questions they have about their personal finances
- Comprehensive review of financial scenarios
- Assessment of company retirement plans and employee benefits to create the opportunity for more cost-savings and efficiencies within practices
- Personal guidance and advice for any plan participant of a member company retirement plan
- Comprehensive review of options and expert guidance on credit needs and other potential lending strategies to help practices navigate the COVID-19 crisis