Where Investors and Advisors Turn to Improve Their Prospects
Financial professionals come in all shapes and sizes—from seasoned veterans, thought leaders and innovators to successful entrepreneurs, superior performers and client favorites.
Then there are the rare few who embody them all.
Gary Curry, who founded ORBA Financial Management in 1982 and Redtail Technology, Inc. in 2003, has spent nearly 50 years distinguishing himself as an award-winning financial advisor, business owner and consultant, and life insurance guru. Beginning in 1978, Curry built top-performing regions for insurance giants before co-founding and taking public an agent-owned life insurance company and later joining Transamerica Financial Advisors, Inc. Curry’s branch office remained number one for 15 consecutive years, amassing $1.7 billion under management, $2.3 billion in variable universal life insurance protection, and another $1.5 billion of variable annuities premiums. …Read More
Coaching Private-Business Owners to Financial Independence
You’ve built your business from scratch, carefully nurturing it from startup to success. Now, after many years of hard work and long hours, you’re ready to hand over the reins to someone else. The Farallon Group at Morgan Stanley understands the many issues that must be addressed and the many questions that must be answered before you can retire with confidence.
In fact, the Farallon Group can help with virtually any issue that affects the financial success of a private business – or its owner – from loans to cash management, executive compensation and retirement plans, asset allocation, portfolio management, tax reduction and more. And when it’s time to move on, the practice is there to help transition the business to the next generation or sell it. …Read More