Helping clients plan for and enjoy a comfortable retirement.
The Retirement Planning Specialists is a FEE ONLY, FULLY FIDUCIARY firm that helps clients plan for and enjoy a comfortable retirement. We do this in the context of an ongoing, long-term relationship by helping each client gain clarity and plan around their most important lifetime goals, the most important of those for many being a secure, comfortable and financially independent retirement. Our recommendations are based on a thorough understanding of each client’s circumstances and thoughtful analysis, coupled with recommendations and an investment approach based on academic literature from leading researchers in finance and retirement planning. Our goal is to help clients have a greater sense of confidence around their financial future and avoid the pitfalls so many people make before and during retirement.
The firm was founded and is managed by Sean Curley, a Certified Financial Planner in practice since 1994, and is a Securities and Exchange Commission-registered investment advisor based in Greenwood Village, CO. Client investment accounts are held primarily through TD Ameritrade Institutional, a leading provider of account custody and support services for over 4,000 independent investment advisors across the nation, with $750 billion in client assets. As of March 2018, the firm manages $142 million.