My business, and that of my company, The Retirement Planning Specialists, LLC, is helping clients plan for and enjoy a comfortable retirement. I do this in the context of an ongoing, long-term relationship by helping my clients gain clarity and plan around their most important lifetime goals, the most important of these being a secure comfortable retirement and financial independence throughout their lives. My recommendations are based on careful analysis, sound planning, and strong academic research, and are designed to help clients avoid the many costly pitfalls so many people make before and during retirement.
By way of background, I am Sean Curley, a Certified Financial Planner, in practice since 1994. My firm, The Retirement Planning Specialists, LLC, is a Registered Investment Advisory firm in Greenwood Village, CO. Custodial services for client accounts are provided primarily through TD Ameritrade Institutional, a leading provider of custody and support services for over 4,000 independent registered investment advisors across the nation. TD Ameritrade provides custody for over $300 billion in client assets. As of the date of our last filing with the SEC, the firm manages $103 million dollars in client assets on a discretionary basis.
For more information on how I may be able to help you, please click here. You may also download a copy of the RPS ADV Part II, our registration document filed with the Securities and Exchange Commission.