At Curvin Wealth Solutions, we believe in establishing systematic savings goals and programs to help build and strengthen your financial fortress.
Here is a list of some of the wealth strategies we can implement:
- Retirement plans, such as 403(b), 457(b), and 401(k)
- SUNY Optional Retirement Plan (ORP)
- Pension transfers and rollovers
- IRA consolidation and rollovers
- Lump Sum Pension Distribution
- Investment strategies
- Mutual funds
- Fixed and variable annuities
